Wes Golie, Retirement Plan Advisor, was recently named to the 2019 National Association of Plan Advisors’ (NAPA) “Young Guns” list, which identifies the top financial/retirement advisors across the country under the age of 40. The “Young Guns” are widely seen as the future, and in a growing number of cases, current leaders of the retirement plan advisor industry.
The National Association of Plan Advisors (NAPA) was created by and for retirement plan advisors and is part of the American Retirement Association (ARA). The ARA, based in Washington, D.C. area, is a non-profit professional organization established to educate all types of retirement plan professionals, and to preserve and enhance the employer-based retirement plan system.
Golie works with a team of nine professionals managing around 190 business-sponsored retirement plans and approximately $1 billion in assets. Golie also received this recognition in 2018 and said he would like to share this honor with his retirement team.
“To be recognized as a leader in the retirement plan industry is truly an honor,” Golie said. “I work with a great team, and they deserve a lot of the credit. We have a lot of pride in helping businesses maximize their retirement plan benefit while also preparing participants for a successful retirement.”
Helping clients better understand this process is what Golie enjoys most about his job.
“Navigating a retirement plan policy can be very complex,” Golie said. “I love working with clients to simplify the process, making the information understandable, palatable, and relatable.”
Sometimes this involves helping with a plan’s fiduciary process, negotiating a fee structure, eliminating underperforming funds, or designing a better retirement plan for the company.
“Our structure and service at First Interstate provides a unique experience to clients,” Golie said. “Contact us today to learn more about this specialized approach.”
To learn more about how we can help you with your retirement plan needs, find a Wealth Advisor near you.
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