The National Association of Personal Financial Advisors has recognized four women for their contributions to the financial planning profession and to the organization, NAPFA announced at its spring conference last week.
Peggy Cabaniss received the Robert J. Underwood Award in recognition of an outstanding record of service to NAPFA, and significant advancement of the ideals of fee-only financial planning during her career.
Cabaniss, who is retired, was a leader in NAPFA’s Women’s Initiative and continues to encourage women to join the financial planning profession, NAPFA says. She also championed the fee-only model of doing business.
Melissa Hammel of Hammel Financial Advisory Group LLC in Brentwood, Tenn., received the Inspiring Leader Award, presented annually to a NAPFA member who has established a record of encouraging and motivating others in reaching their full professional potential. She received the award for long-term service to NAPFA, primarily as a teacher, mentor and coach.
The NAPFA New Professional Award was presented to Samantha Anderson of Budros, Ruhlin & Roe, a financial planning firm in Columbus, Ohio. The award is given to practitioners under the age of 35, who demonstrate exceptional influence in their professional and volunteer roles, NAPFA says. Anderson leads the Quality Assurance Team and the Women’s Initiative for Budros, Ruhlin & Roe.
Dr. Carolyn McClanahan of Life Planning Partners, a financial planning firm in Jacksonville, Fla., was awarded the Special Achievement Award. McClanahan is a medical professional and has aided clients, consumers and the public in understanding health-care choices, rights and responsibilities, while simultaneously building her financial planning business.
“Our award winners this year comprise a truly accomplished group of professionals,” says Geoffrey Brown, NAPFA CEO. “Each one of them has found the time and energy to build their businesses, as well as mentor junior employees and provide leadership within their organizations. They are the embodiment of NAPFA’s ideals, and we’re proud to call them our own.”