Lisa Drake Takes the Helm as President of NAPA
In a significant development for the retirement planning community, SageView Advisory Group proudly announces that Lisa Drake has been elected as the new President of the National Association of Plan Advisors (NAPA) for the term of 2025-26. This appointment signals an exciting phase for NAPA, an organization dedicated to enhancing the financial security of retirement plans across America.
Drake's Leadership Journey
Having previously served as the president-elect in 2024, Lisa Drake officially took on this leadership role with a clear vision. With a strong background in retirement consulting, she is prepared to navigate the complexities of the current retirement landscape, ensuring that both plan sponsors and participants can achieve positive outcomes.
A Decade of Dedication
Lisa joined SageView in 2019, quickly making her mark within the company as a retirement plan consultant. With nearly two decades of experience in institutional financial services, she has a deep understanding of what drives effective retirement planning. Drake’s commitment to financial wellness and addressing the retirement savings gap has positioned her as a leader capable of guiding NAPA through challenging times.
Vision for NAPA
As President, Drake aims to uphold and enhance NAPA’s mission. "I am honored to lead this organization at a critical time for American retirement," she remarked. "NAPA will continue to champion retirement security and advocate for financial advisors, ensuring they are equipped to support clients in an evolving market." Her passion and strategic approach are expected to steer NAPA toward new heights.
The Importance of NAPA's Mission
NAPA, based in Washington, D.C., serves as a non-profit organization focused on addressing the challenges retirement plan advisors encounter. With over 20,000 members, it is affiliated with the American Retirement Association, providing a strong network for those in the retirement plan advisory field. The organization plays a crucial role in advocating for policies that benefit retirement security.
Commitment to Retirement Security
Drake's leadership comes at a pivotal moment in the sector. As retirement planning faces growing complexities and uncertainties, her experience and vision for the future make her an invaluable asset for NAPA. By promoting comprehensive retirement planning initiatives, she is focused on creating a more secure future for all Americans.
About SageView Advisory Group
SageView Advisory Group, LLC, has been a trusted investment adviser since 1989, dedicated to serving retirement plan sponsors and individuals across the nation. With services that include consulting and investment management for various retirement plans, SageView prioritizes the specific needs of each client. The firm operates over 30 offices nationwide, connecting with clients to foster financial growth and stability.
Why Choose SageView?
Clients can rely on SageView for tailored recommendations based on their unique circumstances and investment objectives. The company’s team of experts is dedicated to providing the guidance necessary to navigate the intricacies of financial planning while respecting the necessity for independent investment decisions.
Frequently Asked Questions
What is NAPA?
The National Association of Plan Advisors (NAPA) is a non-profit organization focused on supporting retirement plan advisors and promoting retirement security.
Who is Lisa Drake?
Lisa Drake is the newly elected President of NAPA, known for her expertise in retirement plan consulting and her commitment to improving retirement outcomes.
What is SageView Advisory Group?
SageView Advisory Group is a registered investment adviser, providing consulting and investment management services for retirement plans and individuals since 1989.
How many members does NAPA have?
NAPA boasts over 20,000 members, making it a significant organization within the retirement plan advisory community.
What does SageView offer?
SageView offers a range of services, including retirement plan consulting and comprehensive wealth management tailored to client specific needs.
