Neighbor News
Souderton team receives top honors at 2016 Everence National Conference
Everence Financial Souderton team honored with group and individual awards for its commitment to the community
The Souderton, Pa. office of Everence®, a faith-focused 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.
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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 Advisor Steve Moyer, ChFC® – Certified Financial Planner (CFP®).
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According to Souderton office Managing Director Randy Delp, “Everyone here cares tremendously for their clients and that shines through each day.”
About Everence: Everence helps individuals, organizations and congregations integrate finances with faith through a national team of advisors and representatives. Everence offers banking, insurance and financial services with community benefits and stewardship education. To learn more, visit everence.com/souderton or call 215-703-0111.
*Advisory services offered through Everence Trust Company and Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee. Everence entities are independent from ProEquities Inc.
