Financial Wellness Awards
June 2023
Watch the Financial Wellness Awards on Tuesday June 20th at 4:10 PM live on Vimeo livestream.
Moderator: C. Andrew Harbour CFP® CIMA® | Morgan Stanley Graystone Consulting Atlanta
TXEX / VIA Renewables
Houston, TX
Tiffany Miller | Director of Human Resources
A client of Council members Fidelity Investments and The Gibson Group of Morgan Stanley (Lisa Gibson CRPS®)
The Queen’s Health System
Honolulu, HI
YeeYeng Lim | Benefit Manager
A client of Council members Fidelity Investments and HUB International (Jim O’Shaughnessy AIF®, PRP®)
January 2023
TPC Group (Texas Petrochemicals)
Houston, TX
Denise Guess | Benefits Manager, Human Resources
A client of Council members Fidelity Investments, and Qualified Plan Advisors (Robert A. Massa ChFC®, CEBS®, AIF®, CBC®)
Varex Imaging Corporation
Salt Lake City, UT
Gabriella Giaquinto | Senior Manager, Benefits
A client of Council members Fidelity Investments, and Woodruff Sawyer (Kristina P. Keck CPFA, CBFA, ESG(k)
August 2022
Northwell Health
Great Neck, NY
Diana Witkowski-Grubard | Director of Human Resources
A client of Council members Transamerica, and Morgan Stanley
RLI Corp.
Peoria, IL
Amy Braet PHR, SHRM-CP, CCP, CBP | AVP Compensation and Benefits
A client of Council member Principal Financial Group
Wiley|Wilson
Lynchburg, VA
Connie Burnette PHR, SHRM‐CP | VP Department Manager, HR
A client of Council members John Hancock and AFS Retirement Services (Alexander G. Assaley, III, AIF®)
January 2022
The Mentholatum Company
Orchard Park, NY
Andrea Yakovac | Senior Human Resource Generalist
Janice Kwarta | Director, Human Resources
Steven Hossenlopp | Chief Financial Officer
A client of John Hancock and The D'Aiutolo Institutional Consulting Group (Paul d’Aiutolo and Alicia Klingensmith)
January 2021
Riddle’s Jewelry
Rapid City, SD
David Westergaard | CFO/Executive Vice President/Treasurer
A client of Sikich Financial (Joe Connell)
Pankow Builders
Maria Carlson | Chief Financial Officer
A client of John Hancock and Plan Resource Group at RBC Wealth Management (Patrick McKiernan C(k)P®)
August 2020
Daikin
Decatur, AL
Donna Cruz | Benefits Manager
A client of John Hancock
GuideOne Mutual
West Des Moines, IA
Elisabeth Sandersfeld |Chief Financial Officer
A client of Principal Financial Group and Morgan Stanley and Graystone Consulting – Houston (Lisa Gibson, Tommy Ford, Victoria Smith)
North American Stainless
Ghent, KY
Todd Mitchell | VP Administration and Procurement
A client of John Hancock and The Rinehart / Cicilly group of UBS
June 2019
Oregon Public Employees Retirement System
Portland, OR
Dean Carson | Member Engagement & Communications Director
A client of Cammack Retirement now CAPTRUST Financial Advisors (Mike Webb)
Dawn Food Products
ackson, MI
Brian Coleman | Vice President of Total Rewards
A client of Prudential Retirement and UBS Financial Services (Bruce Lanser)
January 2019
NASCO
Atlanta, GA
Barbara Bell-Dees SHRM-CP, PHR | Vice President Human Resources & People Services
A client of Plan Sponsor Consultants (Mike Kane)
Vermeer Corporation
Pella, IA
Cheri Klyn | Director, Shared Services