We’re very proud to share that Lindsay Luketic and Lisa Pettis have been recognized as MVPs in the 2025 NAPA Top Women of Excellence awards.
This annual recognition honors women whose work strengthens the retirement plan profession and the clients it serves. The MVP category highlights licensed relationship managers who focus on building lasting client relationships and ensuring continuity in plan management.
Congratulations, Lindsay and Lisa! And thank you for the continued impact you bring to our clients and our firm.
The 2025 Top Women of Excellence MVP is a ranking issued by The National Association of Plan Advisors (NAPA) an affiliate of The American Retirement Association. NAPA member firms nominate candidates for this recognition. Individuals from the retirement industry vote on the nominations. Nominees respond to a series of questions, both quantitative and qualitative, about their experience and practice. The anonymized questionnaires are reviewed by a panel of judges who select the women honored. Recipients of this ranking are Non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients. No fee was paid for the nomination, receipt, or promotion of the ranking. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
