Two leaders in the financial planning field were chosen by the National Association of Personal Financial Advisors as 2019 NAPFA Award recipients.
Giles Almond and John Bohnsack were honored for building their businesses, as well as providing mentorship, leadership, education and community service, according to a news release. They were recognized at the NAPFA Spring Conference in Austin, Texas, on May 13-16.
Almond, of Modera Wealth Management in Charlotte, N.C., was tapped for the Robert J. Underwood Award, which is presented for outstanding service to NAPFA and the advancement of the practice of fee-only financial planning.
According to the press release, Almond received nominations from several colleagues who lauded him for being a tireless advocate and volunteer for NAPFA throughout his career. Almond has served the organization in a variety of roles over the years, as member and treasurer of the NAPFA board of directors, as a South Region board member, and as a conference committee member.
John Bohnsack of Briaud Financial Advisors in College Station, Texas, was given the New Professional Award, which recognizes the achievements and contributions to the profession of young practitioner members of the association.
Bohnsack’s nominator, the release said, stated: “John has contributed to our positive culture here at Briaud Financial Advisors and also mentored many interns, new hires and even people looking to enter the profession.” The release said he is an engaged NAPFA member and has served in a variety of roles, serving on the national conference committee and as a board member of Genesis and the South Region and being involved with Toastmasters.
In addition, he serves on the board for the Brazos Valley Symphony and as a mentor for students in the financial planning program at Texas A&M. He also presents regularly to his local Junior Leagues women on the basics of financial planning.