News

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,¹ today announced the hiring of Dorothy Qin as financial consultant. She is a member of the firm’s Northwest Direct team that serves as a resource for seasoned advisors, expanding client service capabilities and supporting the firm’s growth trajectory.

Qin has more than seven years of experience in the financial services industry and most recently worked for Wells Fargo and Charles Schwab.

HERNDON, Va.  — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,¹ today announced that Joseph Szadvari III recently joined the firm as a financial advisor.

Szadvari brings 25 years of financial services experience to the firm. Most recently, he served as a financial advisor for PNC. Prior to that, he was an investment advisor with Dominion Financial Consultants and a private banker with PNC.

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.

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.

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.

HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s #3 credit union-based investment firm in the nation,¹ announces the promotion of R. Todd Holden to wealth advisor, effective January 1, 2025.

HERNDON, Va.  — Kehrer Group, an independent, third-party research and consulting firm for the financial institution insurance and securities community, recently named Northwest Financial Advisors’ Senior Vice President Karen Benedict the 2024 No. 1 Top Director among credit union-based investment services firms, mid-size firms and women-led firms.

HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s (LPL) No. 3 credit union-based investment services firm,¹ today announced its promotion of Neetu Kohli to VP of Wealth Management.

HERNDON, Va. — AVP of Marketing Mike Mertz was recently recognized for his girls fastpitch softball coaching success with an induction into the Virginia USSSA Hall of Fame. The ceremony was held at the Gregg-Adams Club in Fort Gregg-Adams, Virginia on March 2, 2024.

Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,¹ today announced the firm hired Anthony Reese and Pristine Aylor as financial consultants assigned to Northwest Direct, a newly established service model that elevates and expands service to the firm’s growing clientele. Reese and Aylor will work in partnership with the firm’s wealth and branch advisors.

LPL recognizes next generation of top women advisors

HERNDON, Va. — Northwest Financial Advisors LLC (NWFA), LPL Financial’s (LPL) No. 1 credit union investment program,¹ today announced that Financial Advisor Nikki Young has been selected as a recipient of LPL’s Achieve Rising Star Scholarship.² Young is among only 7 scholarship winners selected out of 79 nominated candidates nationwide.

HERNDON, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm in the credit union industry,¹ today announced the promotion of Thomas Ward to associate financial advisor. As an associate financial advisor, Ward will be responsible for providing the firm’s clients with financial advice and planning solutions that address their long-term financial needs.

HERNDON, Va. — LPL Financial (LPL) selected Senior Vice President and Program Manager Karen Benedict as a new member of the LPL Ambassador Council. Benedict is one of 60 members selected from more than 21,000 LPL advisors and institution leaders nationwide into one of three councils designated according to the members’ affiliation with LPL.

Firm recognized a top program for fourth consecutive year

HERNDON, Va. — LPL Financial (LPL), the nation’s leading broker/dealer,¹ has selected Northwest Financial Advisors (NWFA) a 2022 Top Producing Investment Program for medium-sized financial institution-based firms (11-20 advisors) for the fourth consecutive year.

HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s (LPL) No. 1 credit union-based investment services firm,¹ today announced its Platinum Plus Title Sponsorship for the Association of Former Intelligence Officers’ (AFIO) popular AFIO Now interview and podcast series.

Nakia Brown hired as AVP of Operations / Neetu Kohli promoted to AVP, Wealth Management

HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s (LPL) No. 1 credit union-based investment services firm,1 today announced two important changes to its leadership.

HERNDON, Va. — Kehrer Bielan Research & Consulting (Kehrer Bielan), an award-winning provider of research and consulting for the financial advice industry, selected Karen Benedict, senior vice president of Northwest Financial Advisors (NWFA), No. 1 on its 2022 Top Directors Awards list for mid-size financial institutions.¹ The annual list recognizes the five most successful investment services directors among the nation's mid-sized bank and credit union investment programs, defined as programs employing between 7 and 24 advisors.  

HERNDON, Va. — Northwest Financial Advisors (NWFA) is pleased to announce its financial support of the Metropolitan School of the Arts’ (MSA) programs. NWFA is a proud sponsor of the school’s holiday performance showcase, “The Metropolitan Follies: A Holiday Revue!” MSA’s talented students of all ages will perform the live, upbeat dance show multiple times in the Washington, DC metro area throughout December.  

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 1 credit union investment services program,¹ today announced it has added Garrett Boyd to its growing team of advisors. He officially joined the team in September of this year and recently completed the firm’s extensive, multi-faceted advisor orientation and training program. 

HERNDON, Va. — Kehrer Bielan Research & Consulting (KBR&C), an award-winning provider of research and consulting for the financial advice industry, selected Karen Benedict, senior vice president of Northwest Financial Advisors (NWFA), for its annual Top Directors Awards list.¹ Benedict ranked fourth on the list that recognizes the five most successful investment services directors among the nation's credit unions.

LPL recognizes next generation of top women advisors

HERNDON, Va. — Northwest Financial Advisors LLC (NWFA), LPL Financial’s (LPL) No. 1 credit union investment program,¹ today announced that Financial Advisor Kim Heffernan has been selected as a recipient of LPL’s Achieve Rising Star Scholarship.² Heffernan is among only 21 scholarship winners selected out of approximately 2,000 eligible candidates nationwide.

CPWA^® certification boosts advisor’s qualifications
 

HERNDON, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm in the credit union industry,¹ today announced the promotion of Nikki Young from Associate Financial Advisor to Financial Advisor.

Firm Lands in Top 5 of LPL Financial’s 800 Financial Institution Investment Programs

HERNDON, Va. — Northwest Financial Advisors (NWFA) has been named a 2021 Top Investment Program by LPL Financial, a partner to the program providing comprehensive investment and wealth management services.

HERNDON, Va. — Kehrer Bielan Research & Consulting (Kehrer Bielan), an award-winning provider of research and insight for the financial advice industry, selected Karen Benedict, senior vice president of Northwest Financial Advisors (NWFA), as the No. 1 director of mid-sized financial advice firms on its inaugural Top Directors Awards list.¹ The list recognizes the most successful investment services directors among the nation’s banks and credit unions.