Announcing – the 2017 NAPA Top Women Advisors!

Today, the National Association of Plan Advisors (NAPA) is pleased to announce its 2017 list of Top Women Advisors.

The NAPA Top Women Advisors list was created in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.

Nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those questionnaires were then reviewed on an anonymous basis by a panel of judges who, over the course of several weeks, selected the women honored in three separate categories:

Captains: All-stars who happen to be principals, owners or team captains of their organizations.

All-Stars: Top producers who have their own practice.

Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with plans longer, but not as a financial advisor).

The lists were drawn from nearly 600 nominations submitted by NAPA Firm Partners. More than 12,000 votes were cast in support of these individuals.

Please Note: There will be a special VIP recognition for the NAPA 2017 Top Women Advisors at the NAPA 401(k) SUMMIT, April 15-17 in Nashville, TN. You can find out more about the event, and register for the NAPA 401(k) SUMMIT at

Add Your Comments


  1. Tracy Miller
    Posted December 19, 2017 at 6:01 pm | Permalink

    Do we have to attend the NAPA conference to learn who the winners are?

  2. Nevin E. Adams, JD
    Posted December 20, 2017 at 7:19 pm | Permalink
  3. Nevin E. Adams, JD
    Posted December 20, 2017 at 7:40 pm | Permalink

    …but feel free to join us (and the NAPA Top Women Advisors) at the NAPA 401(k) Summit!

  4. Greg Norton
    Posted January 10, 2018 at 7:20 am | Permalink

    Congratulations to Tricia Cage. Her practice within CBIZ is extraordinary! Her clients and colleagues are very fortunate to have with the breadth of experience, resources and stand alone creativity !! There’s no one better, determined or able !!

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