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Nov 25

Northwest Financial Advisors Hires Garrett Boyd as Financial Advisor

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. 

Oct 20

Karen Benedict Named a Top Director of Credit Union Investment Services Firms

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.

Sep 27

Kim Heffernan Selected for LPL’s Achieve Rising Star Scholarship

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.

Jan 04

Karen Benedict Ranked No. 1 on Kehrer Bielan’s Top Directors List

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.

Dec 08

Northwest Financial Advisors Announces Metropolitan School of the Arts Sponsorship

HERNDON, Va. Northwest Financial Advisors (NWFA) is pleased to announce its annual sponsorship of the Metropolitan School of the Arts’ (MSA) programs. NWFA will be featured in its holiday performance showcase, “The Metropolitan Follies: A Holiday Revue!” This newly revamped, live dance show comprised of MSA’s talented students will take place twice in the month of December:

Jul 07

Our Offices Have Reopened

We kindly request that visitors wear a face covering

We’re pleased to announce that, as of July 12, our offices have reopened. Our standard office hours of 8:00 a.m. – 4:30 p.m. are in effect. We have continued to monitor the CDC’s COVID-19 transmission and vaccination rates which report a substantial number of cases in our local jurisdictions. Out of an abundance of caution, we are asking all individuals — whether vaccinated or not — to wear a face covering in public areas and when less than 3 feet from others.

Feb 04

Nikki Young Promoted to Associate Financial Advisor

Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,1 today announced the promotion of Nikki Young from Client Service Associate to Associate Financial Advisor.

Young embarked on her financial advisory career upon joining NWFA in April 2017. She held both operational and sales support positions with the firm prior to her promotion. Her previous employment includes customer and sales support positions in the bank and credit union industries.

Nov 30

Northwest Financial Advisors Announces Metropolitan School of the Arts “12 Days of Joy” Sponsorship

Herndon, Va. Northwest Financial Advisors (NWFA) is pleased to announce its sponsorship of the Metropolitan School of the Arts’ (MSA) “12 Days of Joy” dance celebration featuring “Santa’s Spectacular,” the organization’s newly revamped 30-minute holiday show comprised of talented MSA students of all ages.

Jun 17

Bank Investment Consultant Names Senior VP Karen Benedict a 2019 Top 30 Program Manager

Herndon, Va. — Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union (Northwest Federal), today announced that Karen Benedict, NWFA senior vice president and investment program manager, was recently ranked No. 12 on Bank Investment Consultant’s (BIC) Top 30 Bank Program Managers list. Benedict has appeared on the prestigious investment industry list for four consecutive years. She is also the only institution-based investment program manager in Northern Virginia to make this year’s list.

Jan 14

Russ Cesari and Jim Christy Land on Bank Investment Consultant’s Top 100 Bank Advisors List

Herndon, Va. — Northwest Financial Advisors (NWFA), the investment program serving members of Northwest Federal Credit Union, today announced that NWFA’s most senior-level wealth advisors, Russ Cesari and Jim Christy, made Bank Investment Consultant’s 2019 Top 100 Bank Advisors list.

Jun 10

Karen Benedict Named to Bank Investment Consultant’s Top 30 Program Managers

Herndon, Va. — Northwest Financial Advisors is proud to announce that Karen Benedict, senior vice president and investment program manager for Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union, was recently ranked No. 29 on Bank Investment Consultant’s (BIC) Top 30 Bank Program Managers list.1 This is the third consecutive year that Benedict has made the prestigious list.

Mar 12

Northwest Financial Advisors Captures LPL Financial’s Institution Services Investment Program of the Year Award

Credit union investment program awarded at LPL’s annual Program Leadership Conference

Herndon, Va. — Northwest Financial Advisors (NWFA) claimed the #1 spot for financial institution-based investment programs at LPL Financial’s annual Program Leadership Conference for top bank and credit union executives. Karen Benedict, Northwest Financial Advisors’ Sr. VP and program manager, was in attendance and accepted the award.

Jan 16

Jonathan Adams Promoted to Wealth Advisor

Herndon, Va. — Northwest Financial Advisors (NWFA) is pleased to announce the promotion of Jonathan Adams, ChFC®, RICP®, from financial advisor to wealth advisor.

Based in NWFA’s Herndon, Virginia office, Adams primarily assists clients currently employed by or retired from the U.S. federal government. Following a wealth management model, he focuses on goal planning and finding holistic financial solutions for his clients, rather than simply selling investment products.