Souderton Team Earns Top Honors At Financial Conference

Souderton, PA -- The Souderton, Pa. office of Everence, an organization providing financial planning, investments, insurance and charitable giving services, won several major awards at the recent Everence National Conference in Harrisburg. Each year, Everence hosts a national conference to promote organization-wide education, encourage team commitment and honor its core values.

The Souderton team received several top Everence honors including Distribution Team of the Year and the Market Growth Award reflecting the office’s commitment to its clients and the communities that it serves.

Matt Novak*, CFA, Financial Advisor in the Souderton office, received the Advisor of the Year Award at the same annual event. He also received top honors in annuity and asset management services. Novak has more than 30 years of experience in the financial services industry in investment advisory and portfolio management, and holds the Chartered Financial Analyst designation. He earned an MBA degree in finance from Hofstra University, as well as a BS degree in accountancy from Villanova University.

Senior Health and Medicare Specialist Maria Angelucci, CSA®, CLTC, of the Souderton team was also recognized by the organization for providing exemplary senior health insurance services.

Along with Novak and Angelucci, several staff members were acknowledged for earning professional designations in 2015: Trust and Financial Advisor Jeff Godshall, CFP® – Certified Trust and Financial Advisor (CTFA) and Financial AdvisorSteve Moyer, ChFC® – Certified Financial Planner (CFP®).

According to Souderton office Managing Director Randy Delp, “Everyone here cares tremendously for their clients and that shines through each day.”