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Two Managing Directors from Lockton Retirement Services, An Offering of Creative Planning, Named to 2022 NAPA Top Women Advisors List

Last Updated
October 26, 2022

OVERLAND PARK, Kan., Oct. 26, 2022 — Courtney Stroope and Deana Calvelli, both Managing Directors at Lockton Retirement Services, An Offering of Creative Planning, were named by NAPA (the National Association of Plan Advisors) to their 2022 list of Top Women Advisors.

NAPA created the Top Women Advisors accolade in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.

“Congratulations to Courtney and Deana on this prestigious honor,” said Creative Planning President and CEO Peter Mallouk. “I’m so pleased to see these two women recognized for their leadership in the retirement planning industry and the positive impact they’re having in their respective communities. Being named to the NAPA Top Women Advisors list reflects their commitment to excellence in their field and outstanding service to their clients.”

More than 500 nominees for this year’s award program were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and in what way(s) they “give back.” Those questionnaires were then reviewed and scored by a panel of judges who ultimately determined the final list of 127 honorees.

About Creative Planning

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning has approximately $225 billion combined assets under management & advisement as of December 31, 2021.

Third party rankings should not be construed as a guarantee that a certain level of results will be experienced if Creative Planning is engaged, or constitutes to be engaged, to provide investment advisory services. Creative Planning never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings. Addition important disclosure information about our industry recognition may be found at creativeplanning.com/disclosures.

 

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