At our recent annual company-wide retreat, we recognized several employees for outstanding performance in the past year. Here are this year’s award winners (from left to right).
Desiree Hall
Ambassador of the Year
Presented to the employee that best demonstrates the company’s values and culture in both behavior and performance throughout the year. The “ambassador” for Level embodies our mission of creating great value for our clients through honesty, service, transparency and energy.
Alyssa Bogardus, CFP®
The Level Growth Award
Presented to the employee that shows the most professional and personal growth in the past year.
Bethany Wagner, IACCP®
The Rosanne Braxton Dedication Award
Named after Level’s President, Rosanne Braxton, the award is given to the employee that demonstrates the highest level of commitment to the company and its goals through their actions, performance and treatment of other team members.
Michael Angelucci, CFP®
Advisor of the Year
Given to company’s top performing financial advisor based on client retention, growth, responsiveness and overall performance in key company metrics.
