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Jan 10

Northwest Financial Advisors Promotes Thomas Ward to Financial Advisor

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 announces the promotion of Thomas Ward to financial advisor, effective January 1, 2025.

Ward has nearly five years of experience with the firm and strong industry credentials. In addition to a bachelor’s degree in applied economics with a concentration in financial planning, he offers clients a CERTIFIED FINANCIAL PLANNER® designation. He also earned Financial Institution Regulatory Authority (FINRA®) Series 7 and 63 licenses,2 as well as life, annuities and health insurance licensing from the state of Virginia.

Karen Benedict, senior vice president of Northwest Financial Advisors said, “I’m proud of Thomas’ growth since he joined the firm in 2019. I congratulate him on his hard work and dedication to providing valuable financial advice and service to our clients.”

“I love being able to help people and make a difference in their lives, and providing personalized financial advice is a great way to help people work toward their goals,” said Ward. “I’m excited to embark on this next step in my career that allows me to do what I love to the benefit of others.”

Ward serves clients virtually, in the firm’s Herndon, Virginia main office and in the Northwest Federal Credit Union Arlington (Ballston) and Ashburn (One Loudoun), Virginia branches. More information about him may be found on his LinkedIn page at linkedin.com/in/thomasward4.

 

About Northwest Financial Advisors

Serving individuals and businesses across the nation for over a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized, prudent wealth management advice and solutions to help individuals and business owners work toward creating, growing and preserving their assets. LPL Financial, the nation's leading independent broker-dealer3 and NWFA's securities custodian, ranked NWFA the No. 3 investment program among its credit union programs and the No. 11 investment program among its bank and credit union programs combined in 2024. Visit nwfllc.com for more information.

 

1Rankings based on total production among all LPL Financial Institution Services (FIS) advisors through September 30, 2024.
2FINRA licensing held through LPL Financial
3Based on total revenues, Financial Planning magazine, June 1996-2024.

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Jun 25

Northwest Financial Advisors Hires Janna Vloet as Financial Consultant

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced that Janna Vloet joined the firm as a financial consultant. Vloet is assigned to the company’s Northwest Direct program, a service model that elevates and expands service to the firm’s growing clientele. She will work in partnership with the firm’s wealth and branch advisors to serve new and existing clients of the firm.

Feb 07

Northwest Financial Advisors Promotes Nicholas Tupaj to Associate Financial Advisor

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 today announced the promotion of Nicholas (Nick) Tupaj from client service associate to associate financial advisor. In this role, he joins a team of advisors dedicated to providing comprehensive financial advisory services to individuals and businesses across the nation.