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Posted June 14, 2012 | Leave a comment
Walt Morgan, a financial associate with Thrivent Financial for Lutherans, has qualified for Sierra level for 2011 sales and service and was honored at a sales conference in April. Out of nearly 2,300 Thrivent Financial representatives nationwide, 700 individuals qualified for this honor.
Morgan is with Thrivent Financial's East Regional Financial Office, serving Thrivent Financial members and their family members in Woodstock and surrounding communities. He provides financial guidance and solutions to help clients achieve their financial goals.
Morgan has been with Thrivent Financial for 7 years.
For more information, visit Thrivent.com or find them on Facebook and Twitter.
Financial services firm Edward Jones was named the Advisory Solutions Firm of the Year by the Money Management Institute as the firm that most exemplified overall excellence and contributed to the long term success and sustainability of the wealth management industry, according to MMI/Dover Research.
The award was presented at the Institute's annual Gateway to Leadership Awards Dinner held recently in Chicago. The award recognizes the features and benefits of both of the firm's advisory platforms.
Edward Jones Advisory Solutions is an asset allocation and advisory program that allows investors to select from research or custom models with an initial minimum investment of $50,000.
The Money Management Institute is the national association for the managed investment solutions and the wealth management industry.
Edward Jones is headquartered in St. Louis. For more information, visit www.edwardjones.com.
On April 22, Dr. Craig Zunka completed his two-year term as president of the Holistic Dental Association, the oldest holistic dental organization in the country.
Founded in 1978, the HDA is an education organization that teaches dentists alternative treatment options and exposes them to new technologies available for treatment.
At the close of the meeting, Dr. Zunka passed his presidential duties to Dr. Kevin Boehm of Chicago, Ill., who will serve as president for the next term.
For more information on the Holistic Dental Association, visit www.holisticdental.org
Victoria Kidd, a local writer and member of OMP Consulting Group, received designation as a Certified Professional Career Coach from the Professional Association of Resume Writers and Career Coaches. There is only one other registered CPCC operating in the Virginia.
Kidd, already a Certified Professional Resume Writer, completed the testing as a requirement to master the core competencies needed to coach professionals regarding career management strategies. Individuals receiving the designation must also provide documentation of completed coaching time.
OMP Consulting Group was founded in 2009 by Victoria Kidd and Christy Berghoff. The business recently opened an office in downtown Winchester.
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