Our Awards

 

  • United Way of Central New Mexico Leadership Giving Award for companies with 5-49 employees
    • This award is given to companies who had the largest increase in Friends of Leadership and Leadership Givers

 

  • Rio Grande Level Corporate Cornerstone Company ($5,000 - $9,999) 

 

  • Champions Award - Highest Per Capita for companies with 5-49 employees
    • This award is given to companies who were among the top 5 in per capita giving within their employee group size
    • Olympus Financial had the highest per capita in this category with $5,891/employee

  • Gold Level Quality Performance Award 2003
    • Exceeded the demonstrated standards in the "valued qualities" of 6 different categories

 

  • Conference Qualifiers:
    • Michael J. Blake, CLF, National and International Conference qualifier for 5th consecutive year
    • Ingrid Roosild, President's Club qualifier for Hawaii

 

  • 10 Most Dependable Wealth Advisors of the West
    • Michael J. Blake is recognized by Goldline Research for the 2007 list in Spirit Magazine.

 

  • The Most Dependable Wealth Managers of the Southwest
    • Michael J. Blake is recognized by Goldline Research for the 2007 list in Forbes.

 

  • The Twin Cities' Five Star Wealth Managers
    • Gary A. Gullo is recognized in the 2008 list in the Twin Cities Business Magazine.

 

  • Phoenix's Top Independent Investment Advisers
    • Michael J. Blake is recognized in the 2007 list in the Phoenix Buisness Journal