AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Conference
Firm recognizes 17 financial advisors for outstanding commitment to local communities, donates $85,000 to nonprofits
Firm recognizes 17 financial advisors for outstanding commitment to local communities, donates $85,000 to nonprofits
CONCORD, Calif., March 8, 2016 /PRNewswire/ -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions serving financial advisors, today announced the 17 recipients of its annual Community Inspiration Award honored at AssetMark's Gold Forum conference that took place on Amelia Island, Florida. In recognition of their contributions and sustained support of charitable organizations in their communities, AssetMark is donating $5,000 to a nonprofit organization supported by each selected advisor.
This year's honored advisors and organizations receiving donations are:
| Advisor |
Firm Name |
Charitable Organization |
| Stephen Brubaker |
Exit & Retirement Strategies, Inc. |
Juvenile Diabetes Research Foundation, |
| Daryl Cole |
Cole & Company, Inc. |
Mercy House |
| Harold D. Cooley II |
Investment Planning & Management, LLC |
Operation Resolute |
| James P. Dew |
Dew Wealth Management |
New Pathways for Youth |
| S. Joseph DiSalvo |
Quest Capital & Risk Management, Inc. |
The Marty Lyons Foundation |
| William Eckert |
Strategic Financial Partners |
KAMO Adventures, Inc. |
| Gloria D. Foote |
Financial Focus |
Solutions for Change |
| Mark Giesting |
Giesting Financial |
Batesville Area Resource Center |
| Theresa M. Hannon |
Theresa Hannon Financial Group, Ltd. |
House of the Good Shepherd |
| Debra J. Hilton |
D. Hilton Financial Services |
SIRE, Therapeutic Horsemanship |
| Jeffrey D. Howard |
Consolidated Planning, Inc. |
Hands N Feet Foundation |
| John L. Jenkins |
Asset Preservation Strategies, Inc. |
American Diabetes Association, San Diego |
| Curtis D. Pilkington |
Pilkington Financial Services, Ltd. |
Wounded Warriors |
| Lee Rawiszer |
Paradigm Financial Partners |
Pencils of Promise |
| Jeremy L. White |
BlytheWhite Wealth Management |
The Salvation Army Paducah |
| Victoria Woods |
ChappelWood Financial Services |
Oklahoma Sheriffs and Peace Officers Association |
| Todd M. Woodard, Sr. |
Mosaic Wealth Management |
Orphan's Heart |
"These advisors are not only focused on creating great outcomes for their clients, they are also dedicated to creating a positive impact on the organizations that support their communities," said Charles Goldman, President and CEO of AssetMark. "We're incredibly proud to recognize these outstanding achievements and lend our support. We hope that by highlighting the actions of these individuals, AssetMark can help them inspire others to follow their lead."
Award recipients were selected by a panel of senior executives at AssetMark, who evaluated nominees based on their ability to inspire, lead and motivate others, in addition to their time and effort dedicated to a local charity. AssetMark employees and financial advisors were eligible to submit nominations. All nominees met a variety of requirements and could not hold an officer position within their associated charities. All nonprofit recipients are qualified 501(c)(3) organizations.
About AssetMark, Inc.
AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc., including its Savos and Aris divisions, has approximately $28.5 billion in assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com and follow @AssetMark on Twitter.
MEDIA CONTACT:
Andrew Jarrell, Group Gordon
[email protected]
(212) 784 5721
http://photos.prnewswire.com/prnh/20140128/SF53225LOGO
SOURCE AssetMark, Inc.
Share this article