SageView Advisory Group Announces Recipients of 12th Annual Excellence in Client Service Awards

NEWPORT BEACH, Calif. (Feb. 15, 2024) — SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, presented the 12th Annual Service Provider Excellence in Client Service Awards during the firm's recent National Conference in Los Angeles.

SageView advisors and relationship managers can nominate individuals with whom they work, who provide excellent service to shared clients, including relationship managers, client service managers, advisor relations consultants and others.

At the conference, SageView honored seasoned industry partners for superior commitment and exceptional service delivery to their shared clients. The 2024 recipients are:

  • Keith Goodrich, Managing Director from Fidelity, who was nominated by Lucas Barton, Managing Director in Dallas.

  • Sheri McWilliams, Manager, Participant Communications from Transamerica, who was nominated by Chris Reagan, Managing Director in Chicago.

  • Ryan Pate, Client Executive, Client Engagement from Transamerica, who was nominated by Kevin Schmeits and Marc Schmeeckle, Retirement Plan Consultants in Denver.

  • Amy Rochford, Consultant from FuturePlan, who was nominated by Stephan Miskjian, Senior Investment Advisor in Valencia, California.

  • Jeff Thompson, Senior Relationship Manager from TIAA, who was nominated by Ken Barnes, Senior Investment Consultant in Richmond, Virginia.

  • Jennifer Welte, Conversion Manager from Charles Schwab, who was nominated by Phil Costantini, Retirement Plan Consultant in Woodside, California.

  • Kyle Najarian, Vice President, Senior Relationship Manager from Fidelity, who was nominated by Jorge Bernal, COO and Head of Wealth Management.

Recognition criteria include service above and beyond agreements and a client-centric approach with a focus on shared client success.

"This year's recipients embody excellence in client service for over-delivering what is expected, serving as tireless advocates and demonstrating flexibility and understanding in the face of a changing retirement and wealth management space," said John Longley, SageView's CEO. "This results in better outcomes for everyone involved."


SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide. 

SageView makes recommendations based on the specific needs and circumstances of each client. Clients should consider their own investment objectives and not rely on any single article, marketing piece, fact sheet, graph, or similar material to make investment decisions.  The information contained herein is intended for informational purposes only and is not a recommendation to buy or sell any securities.  SageView does not provide legal, tax or accounting advice.  Clients should obtain their own independent advisors for such services.  SageView 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 not a guarantee of future results. For more information about

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