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Kathleen Owings Honored as 2024 NAIFA Young Advisor Team Leader of the Year

By NAIFA Membership on 8/29/24 2:47 PM

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Kathleen Owings has been named the 2024 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.

Kathleen Owings, a graduate of the United States Military Academy at West Point in 2000, began her career as an active-duty officer in the Army Corps of Engineers, earning the Bronze Star for meritorious service in a combat zone. She served at Fort Hood, Texas; Fort Carson, Colorado; and overseas on multiple tours of duty.

Kathleen began her career in the financial services industry in 2007 and is one of the owners of Westbilt Financial Group in Colorado Springs, Colorado. She truly believes that being a financial advisor is her calling, not just a job. Kathleen is also the author of Put Your Money to Work: A Woman's Guide to Financial Confidence, empowering women to take control of their financial futures.

Topics: #NAIFAProud Awards Leadership YAT Press Release Colorado
2 min read

Joseph Schreck Is NAIFA’s 2023 Young Advisor Team Leader of the Year

By NAIFA on 10/27/23 8:20 AM

Joseph Schreck, CPFA, President at the Piedmont Group in Atlanta, GA, is the NAIFA Young Advisor Team Leader of the Year for 2023.  

Topics: Awards YAT Press Release Leaders

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