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AssetMark Recognizes Dedication to Community Service

Firm Acknowledges Community Inspiration Award Recipients' Volunteer Work with Individual $20,000 Donations to Favored Non-Profits

AssetMark - Wealth. Independence. Purpose. A leading strategic provider of innovative investment and consulting solutions serving financial advisors.

News provided by

AssetMark, Inc.

Mar 02, 2015, 10:30 ET

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CONCORD, Calif., March 2, 2015 /PRNewswire/ -- AssetMark, Inc. announces that three financial advisors who use its platform have been selected as recipients of the company's 2014 Community Inspiration Award. In recognition for their work on behalf of non-profit organizations in their local communities, AssetMark will donate $20,000 to each recipient's favored charity.

This year's honorees and associated organizations are:

  • Advisor: Carolyn Cash, Founder of Cash Financial Group, Inc.
    Organization: ALIVE, which provides counseling, emergency sanctuary and other services to victims of domestic violence in and around St. Louis.
  • Advisor: Steve Ciepiela, President and Co-Founder of Charles Stephen & Co.
    Organization: Roadrunner Food Bank, which serves those in need within the Albuquerque community.
  • Advisor: David Cole, President of Retirement Income Resources, LLC
    Organization: Goodwill of Western and Northern Connecticut, which has helped people become independent and self-sufficient through job training and other support services since 1951.

"We are very inspired by our advisors' commitment to giving back to their local communities, in part because it mirrors their dedication to making a positive difference in the lives of their wealth management clients," said Charles Goldman, President and CEO of AssetMark. "By acknowledging our advisors' contributions and supporting the organizations to which they devote themselves, AssetMark can help them make an even bigger impact while motivating others to follow their example."

Advisors within AssetMark's Gold Premier Consultant ranks can be nominated for the Community Inspiration Award by their peers and co-workers. A panel of AssetMark representatives select three finalists from using three important criteria—displaying a strong commitment to a charitable organization through the contribution of time and effort, taking actions that have a positive impact on others in their communities, and motivating people to reach their goals.

AssetMark congratulates all the nominees for this year's Community Inspiration Award:

Nominee Name

Firm Name

Charitable Organization

Barbara C. Archer

Archer Wealth Management, LLC

Saint Louis Zoo

Ben Lipschitz

Elite Financial Solutions

Young Israel of Oceanside

Benjamin J. Hill

Hill Financial Advisors

Pat Tillman Foundation

Bill Eckert

Strategic Financial Partners

KAMO Adventures

Carolyn Cash

Cash Financial Group

ALIVE

Chris Tipton

KTB Wealth Partners

200 Million Flowers

Christopher M. Marks

Jensen, Marks, Langer & Vance LLC

The Nativity Miguel Middle School of Buffalo

David Elefant

David Elefant Wealth Management Grp

Green Vision, Inc.

David B. Cole

Retirement Income Resources, LLC

Goodwill of Western and Northern Connecticut

Debra Hilton

D. Hilton Financial Services

SIRE

Gregg Lipsitz

L&M Financial Securities America

Roswell Park Cancer Institute (LipsitzStrong Fund)

John L. Jenkins

Asset Preservation Strategies, Inc.

San Diego Chapter of the American Diabetes Association

Joseph DiSalvo

Quest Capital & Risk Management, Inc.

The Marty Lyons Foundation

Lee Rawiszer

Paradigm Financial Partners  

Pencils of Promise

Paul A. Strebel

The Strebel Planning Group

Ithaca Public Education Initiative

Stephen Brubaker

Exit & Retirement Strategies, Inc.

JDRF (Juvenile Diabetes Research Foundation)

Steve Ciepiela

Charles Stephen

Roadrunner Food Bank

Terry E. Rehfeldt

The Rehfeldt Group

Hidden Treasure Christian School

Timothy G. Redmond

Newcastle Financial Advisors, Inc.

Special Olympics, Southern California

Vance Boucher

Hardworking Capital

Friends of Roy's Foundation

About AssetMark, Inc.
AssetMark, Inc. is an independent provider of innovative investment and consulting solutions serving financial advisors. AssetMark provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc., along with its affiliate Aris Wealth Services, Inc., have approximately $25 billion in combined assets on their respective platforms and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com and follow AssetMark on Twitter at www.twitter.com/AssetMark.

Media Contact:

Dana Taormina


JCPR


(973) 850-7305


[email protected]

Logo - http://photos.prnewswire.com/prnh/20140128/SF53225LOGO

SOURCE AssetMark, Inc.

Related Links

http://www.assetmark.com

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