#USA #New York #NFP #Jessica Espinoza #Stephen Jans

NFP Appoints New Leaders for Enhanced Services

NFP, a leading property and casualty broker and benefits consultant under Aon, has recently announced the significant appointments of Jessica Espinoza and Stephen Jans as the new national practice leaders for Retirement Advisory and Wealth Management, respectively. This strategic move reflects NFP's ongoing commitment to serve middle-market clients effectively by integrating comprehensive financial solutions tailored to their unique needs.

Key Leadership Changes

Jessica Espinoza, who has been with NFP since 2006, will lead the Retirement Advisory practice from her base in Bethesda, Maryland. She has nearly two decades of experience specifically in retirement planning for the middle market, showcasing a strong capacity to innovate and impact this area. Espinoza's extensive background includes her role on the national investment committee since 2016, and as a CFA charterholder, she brings a wealth of expertise to her new position. Ed O'Malley, executive vice president and head of Insurance Brokerage and Consulting, expressed his enthusiasm for Espinoza's elevation, stating, "NFP remains deeply committed to these businesses and will continue to serve clients with the same level of expertise and care they've come to expect."

On the other hand, Stephen Jans joins the leadership team with over 30 years of experience in wealth management, having joined NFP in 2007. His background as a financial advisor helps him bring a client-centric approach to his role in Wealth Management, which remains a crucial aspect of NFP's overall strategy. Jans emphasized his excitement about leading the Wealth Management practice, reassuring clients that their financial aspirations will continue to be prioritized.

Commitment to Client Needs

Both Espinoza and Jans are poised to enhance NFP's services significantly. Espinoza remarked, "I'm honored to lead our retirement business and build on NFP's legacy of delivering exceptional value to plan sponsors and participants." This commitment indicates a strong focus on comprehensive, end-to-end retirement solutions that ensure participant financial wellness and long-term security.

Jans similarly conveyed excitement about the potential for his area, stating, "Our commitment to wealth management remains unwavering, and we will continue to deliver personalized, high-impact wealth guidance."

These appointments come in the wake of Aon's recent sale of specific investment platforms to Madison Dearborn Partners, marking a pivotal point in NFP’s evolution in advisory services. As parts of the business undergo re-evaluation, both leaders will ensure that retirement and wealth advisory services remain integral to the firm’s strategy and commitment to excellence.

The Bigger Picture

NFP, known for its collaborative team and customized solutions, addresses various challenges faced by companies and individuals in the realms of Risk Capital and Human Capital. With operations expanding across the U.S., Canada, the UK, and Ireland, the firm is well-equipped with global capabilities bolstered by Aon’s resources.

With the elevation of Espinoza and Jans, NFP is set to deepen its engagement with clients, offering them not just services but partnerships tailored to their financial landscapes. The implications of these leadership changes signify a proactive approach in navigating the evolving needs of their clientele, thereby reinforcing NFP's standing in the market as a trusted advisor capable of delivering results.

In conclusion, NFP’s new leadership appointments represent a strategic infusion of talent aimed at not only navigating the complexities of retirement and wealth management but also ensuring that the firm’s long-standing commitment to client success remains front and center. As NFP continues to expand its influence in the financial advisory space, clients can expect to receive innovative solutions that reflect the highest standards of care and expertise.