Kudos! – March 21, 2014

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Million Dollar Round Table
members named

Bob Book, AIF®; Joel Malick, AIF®, AWMA®; and Tim Watson, CFP® have qualified for the Top of the Table of the Million Dollar Round Table. Jim Fredrick, CLU, ChFC, AIF®; Duane Beckmann, CLU, ChFC; and Alexander Lippert, AWMA® have qualified for the Million Dollar Round Table. The six men are affiliated with Strategic Financial Partners. MDRT is an association of financial professionals — a forum for the world’s life insurance and financial services professionals.

Two Men and a Truck franchise recognized among top performers

Of Two Men and a Truck’s 261 franchise locations, franchisees Eric St. Pierre and Jeff Walker were recognized for their Colorado Springs location as the company’s top performers across all metrics including customer service, revenue and community service hours. The Colorado Springs location also took first place among the award recipients for 2013.

Gazibara listed among highest
in customer satisfaction

Joel Gazibara of ERA Shields Real Estate was awarded the highest level of service achievement in the real estate industry, the quality service certified platinum. The award recognizes Gazibara’s achievement of 100 percent client satisfaction in 2013, measured by the independent agency Leading Research Corp.

Independence Center honored 

The Independence Center received a Collaborative Partner Award from the Colorado Fund for People with Disabilities, the largest and longest-standing locally managed pooled trust in Colorado. The Independence Center, a nonprofit that empowers people living with disabilities, donated $15,000 to the Fund to build capacity and continued collaboration in the area. The Representative Payee Program supports organizations appointed by the Social Security Administration to receive benefits for individuals who cannot manage money.