About
At Lebel & Harriman Retirement Advisors, we believe 'fiduciary duty' means more than just…
Experience
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Education
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Licenses & Certifications
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Certified Plan Fiduciary Advisor (CPFA®)
National Association of Plan Advisors
IssuedCredential ID 622179 -
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Volunteer Experience
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Advisory Council
RPAG
- Present 8 months
RPAG’s mission is to inspire advisors and institutions to reach their highest potential.
Our commitment to excellence and innovation enables us to anticipate the changing retirement plan landscape and regulatory environment. As a result, our platform allows advisors and institutions to create successful retirement plan outcomes by helping them protect plan fiduciaries and engage plan participants to reach their retirement income potential. -
President
Maine Employee Benefits Council
- Present 2 years 8 months
An educational organization that provides unbiased information to Maine employers and employee benefits service providers in order to facilitate compliance with ever changing laws and regulations.
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Board Member
Healthcare Purchaser Alliance
- Present 2 years 8 months
The Healthcare Purchaser Alliance of Maine is a non-profit collaborative of private employers and public trusts dedicated to lowering healthcare costs and improving quality. Through collective action and innovative strategies, Alliance members drive the change they want to see in Maine's healthcare market.
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Publications
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Indebted 'Nest'
American Retirement Association
See publicationSix of this year’s Top Young Retirement Plan Advisors (“Aces”) talk about how advisors can help employers and employees with student loan debt.
Honors & Awards
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2024 Top Retirement Plan Advisor
PLANADVISER
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2024 Top Retirement Advisor under 40
National Association of Plan Advisors
Established in 2014, the list is drawn from nominations (more than 600 this year) provided by NAPA Broker-Dealer/RIA Firm Partners, who are subsequently vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.
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2023 Top Retirement Advisor under 40
National Association of Plan Advisors (NAPA)
Established in 2014, the list is drawn from nominations (more than 500 this year) provided by NAPA Broker-Dealer/RIA Firm Partners, who are subsequently vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.
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MaineBiz NextUp: 40 under 40
MaineBiz
This year Mainebiz introduced NextUp: 40 Under 40 as a way to recognize young business leaders. They are from a wide range of industries and encompass many skills. They are already leading and inspiring others — including those older than them.
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2022 Top Retirement Advisor under 40
National Association of Plan Advisors (NAPA)
Top 100 Retirement Advisor under 40 in the US and the only advisor recognized from Maine.
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Young Professional of the Year
PROPEL | Portland Region Chamber of Commerce
PROPEL’s Young Professional of the Year Award recognizes one professional annually who goes above and beyond with their work in their industry or community organizations.
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