SageView Women Retirement Consultants Recognized by NAPA for Excellence
Eleven Honored for Contributions to Retirement Plan Industry
NEWPORT BEACH, CA (OCT. 24, 2025) — SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is proud to announce that 11 of its advisors have been honored by NAPA (National Association of Plan Advisors) as 2025 Top Women of Excellence.
The organization created the accolade to recognize the growing number of women making significant contributions in what “has long been a male-dominated profession.” The award honors women in three categories:
Captains, who are principals, leaders, owners and producing advisors who are focused on business and organizational growth.
- Lisa Drake, AIF®, CPFA, Managing Director, Retirement Plan Consulting
- Nichole Labott, MBA, AIF®, Managing Director, Retirement Plan Consulting
- Sarah Parker, AIF®, Director, Retirement Plan Consulting
MVPs, who are non-producing relationship managers, primarily focused on leading client relationships and client retention.
- Kerrie Casey, AIF®, Vice President, Retirement Plan Consulting
- Tina Alexander Chambers, Vice President, Retirement Plan Consulting
- Kristen Cockroft, Associate Vice President, Retirement Plan Consulting
- Maressa Etzig-Marin, CFP®, QPFC, Vice President, Participant Education & Engagement
- Lisa Quinn, Vice President, Retirement Plan Consulting
- Larkin Walsh, AIF®, Vice President, Retirement Plan Consulting
- Stacy Walters, AIF®, QKA, Vice President, Retirement Plan Consulting
Rising Stars are emerging team leader or new producers with fewer than five years of industry experience
- Kasi Boyles, AIF®, QKA, CPFA, Vice President, Retirement Plan Consulting
NAPA partner firms were asked to nominate candidates, who were then sent a series of quantitative and qualitative questions about their experience and practice. The responses were reviewed by a panel of judges.
Learn more about the awards at https://www.napa-net.org/industry-content/accolades-home/napa-top-women-of-excellence/2025-napa-top-women-of-excellence/.
About SageView Advisory Group
SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the US 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.