Financial Wellness Awards

 

2024 Financial Wellness Awards

June 2024

Get ready for an informative and dynamic panel discussion! Join us on Wednesday, June 26, 2024, at 8:15 a.m. Pacific / 11:15 a.m. Eastern, broadcasting live from San Mateo, CA. Witness the esteemed 2024 Financial Wellness Award honorees, BFW / Marcum Engineering and HAI Group, as they unveil the secrets to reaping exceptional rewards from a financial wellness program. Don't miss this opportunity to learn the benefits that come from offering a financial wellness program.

2024 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 

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