Jamie Hayes and Lisa Garcia Among Top Women Advisors In The Country

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Two FiduciaryFirst employees are recognized as top women advisors in the country.

Employee success is a primary focus at FiduciaryFirst. Behavioral Finance strategies have significant impact on our clients’ success.

The National Association of Plan Advisors (NAPA) is proud to recognize both Jamie Hayes, C(k)P, AIF QPFC and Lisa Garcia, AIF of FiduciaryFirst, as 2 of the Top 50 Woman Advisors for 2015. Jamie and Lisa are being recognized for their excellence and contributions in the retirement plan industry.

A blue-ribbon panel of judges selected the top 50 women in America based upon their industry leadership, client success, experience and knowledge.

“We commend the fine and important work that these individuals have done to help provide a better retirement for those they work with and for, both now and in the years to come….they are truly in a league of their own”, stated NAPA leadership.

Ms. Hayes is an outspoken protagonist of the behavioral finance movement and has gained national notoriety for focusing on the success of employer clients. She has extensive experience helping Plan Committees design, implement, and manage highly successful retirement plan strategies that deliver documented results by utilizing the powerful combination of Prudent Fiduciary Process (PFP) and the science of Behavioral Finance.

Ms. Garcia is well-known for sophisticated plan cost and investment research techniques including Behavioral Finance driven plan design. Her exacting strategies drive successful outcomes for employers and their employees.

FiduciaryFirst has been routinely recognized as a national leader in developing plan success strategies in defined contributions plans of all types. “Employee success is a primary focus at FiduciaryFirst. Behavioral Finance strategies have significant impact on our clients’ success,” says Hayes.

As leaders in the Retirement Plan industry, FiduciaryFirst has implemented The Participant EffectTM to promote state of the art plan design through Behavioral Finance and a NEW approach that includes Financial Wellness. The Participant EffectTM seeks to drive success stories, including reduced healthcare costs for the employer and a higher probability of a more confident retirement for employees. For more information, please visit http://www.fiduciaryfirst.com or call anytime at 1-866-625-4611.

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC

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Nikolas Adams
FiduciaryFirst
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