SageView Advisory Group Announces Recipients Of 11th Annual Excellence In Client Service Awards
SageView Advisory Group (“SageView”), one of the nation's leading independent RIA firms, presented the 11th Annual Retirement Plan Service Provider Excellence in Client Service Awards at the firm's Annual National Conference in Orange County in January of this year.
At the conference, SageView honored seasoned relationship managers for superior commitment and exceptional service delivery to their shared clients. The 2023 recipients are:
Kristi Allen, from Principal, as nominated by Stacy Walters, Relationship Manager from West Palm Beach, Florida: “Kristi Allen was assigned to the Florida Team in May of 2021 as the Advisor Relationship Consultant for our Principal block of business. She has done an outstanding job being an advocate for our team. Kristi consistently delivers insights and recommendations to our Principal clients and is quick to implement changes and resolve issues.”
Andrea Croteau, from Empower, as nominated by Brian Mahoney, Retirement Plan Consultant from Boston, Massachusetts: “Andrea’s knowledge and experience certainly stand out, but it is her willingness to help and ability to translate complex topics into easily understandable terms that really sets her apart. Andrea has worked tirelessly with our shared client on multiple corrections and is helping them navigate through an IRS Audit. She has provided invaluable guidance and support.”
Janice Martin, from Fidelity Investments, as nominated by Scott Ondek, Retirement Plan Consultant from Woodside, California: “Janice is always so in tune with clients’ needs and finds a way to come through for them. She is proactive and is a great partner to SageView.”
Ryan Tanaka, from TIAA, as nominated by Jamie McCrary, Retirement Plan Consultant from Newport Beach, California: “Ryan works with us on one of our most complex retirement plans and acts as a partner to SageView. He is forward-looking and lends a unique perspective on potential issues before they arise.”
SageView also recognized three finalists for their commitment to excellent client service and partnership. They include Daniel Kaczmarski from Fidelity Investments, Mark Graham from Charles Schwab, and Jennifer Welte from Charles Schwab.
“This year’s recipients exemplify partnership and their support to our shared Plan Sponsor clients is exceptional, often answering the unasked questions and looking at the big picture, which results in better outcomes for our clients and their participants,” said Randy Long, SageView Founder and CEO.
About SageView Advisory Group
SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.
SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.
For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.