Stephanie Gallegos joined Samuel Financial in 2016 and has been providing advisory services to employee benefit and retirement plans since 2000. Prior to joining Samuel Financial, Stephanie held positions at The Bostonian Group (now Marsh & McLennan), Commonwealth Financial Network, Thorbahn (now NFP) and Axial Benefits Group. She currently serves on the steering committee for the National Association of Plan Advisors and has been named to their list of top advisors in the US under age 40* and their Top Women Advisors** awards.
*The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice—either alone or as part of a team—and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 121 advisors were considered for the award. 50 (41.3% of candidates) were recognized. This award is not indicative of the wealth manager’s future performance. Your experience may vary. For more information, please visit: www.napa-net.org.
**Nominations were made by NAPA Broker-Dealer and RIA partners. Advisors were then asked to complete an application process. Honorees were selected by a panel of judges based on criteria such as, a candidate’s percent revenues derived from retirement plans, total plan assets under management/advisement, years of experience working with workplace retirement plans, regulatory compliance record, and credentials. NAPA member votes were utilized to break ties, if applicable. 227 advisors were considered for this award. 146 (64% of candidates) were named to the list. List makers were then separated into four different categories: All-Stars, Captains, Rising Stars, and MVP’s1. The nominated advisor need not be a NAPA member. This awards is not indicative of the wealth manager’s future performance. Your experience may vary. For more information, please visit: www.napa-net.org. In 2015 there were: 30 Captains, 25 All-stars, 16 Rising Stars, and 75 MVPs. As defined by NAPA. All-Stars: top producers who have their own practices. Captains: All-Stars who happen to be principals, owners, or team captains of their organizations.. Rising Stars: top producers who have less than five years’ experience with retirement plans as a financial advisor. MVPs: players who are part of a team.