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In The News

Thriving in a Changing World 

We had a great day with Joe Jordan.

March 7th 2018 was a very special day for National Financial Services Group. Mehran Assadi Chairman, CEO, and President of National Life was in the building just having a Town Hall discussion with us and our office. No question was off limits and everyone had the opportunity to meet and speak to Mehran Assadi. This was a perfect example of leading by example and living our motto of Do good, Be good, and Make good. 

Outstanding Individual Achievements*

  • 2016, 2015, 2014, 2012, 2011 – "Top Advisor under 40" Award (National Association of Insurance and Financial Advisors) - Peter MacKenzie.**

  • 2017, 2015, 2014, 2013, 2012, 2003 NFSG Excalibur Award for Top Associate - Bruce Reich, CPA, MBA
  • 2017 Premier Producer Group – Hillory Burkett , Jr., CFP® 

  • 2017 Diamond Club – Bruce Reich, CPA, MBA; 

  • 2017 President’s Club Qualifiers – Hillory Burkett, Jr., CFP®; Hugh F. Hale, III;  Bruce Reich, CPA, MBA; 

Designations and Registrations

  • 2016 Curt Spinney received the RICP®
  • 2015 Stuart Jones became a Certified Financial PlannerTM

*Awards are based on sales criteria.

** Recognizes excellence and achievement in the insurance and financial services fields measuring business production, years in business, and community involvement for professionals 40 years of age and younger.