LAKE OSWEGO, ORE., MARCH 13, 2024— Each year, the Aldrich Group of Companies recognizes an employee with the Stephen M. Tatone Servant Leadership Award, inspired by former Aldrich CEO, Steve Tatone. Aldrich is pleased to announce that Neil Plein, Lead Retirement Plan Consultant, is the 2024 recipient of this award. This recognition celebrates the act of putting others first, leading with empathy, and championing the success of others.
“I had the privilege of working with Neil when he joined Aldrich,” recalled Steve Tatone, Partner Emeritus. “He has an undeniable enthusiasm, which reaches everyone he works with and allows clients to feel how much he cares. He approaches everything he does with excellence and is committed to exceeding client expectations at every turn. His lasting relationships, creative ideas, and perseverance are just a few examples of how he embodies servant leadership.”
Neil joined Aldrich Wealth in 2012 as an Associate Retirement Plan Consultant, and now serves as the Lead Retirement Plan Consultant, guiding clients through overall plan management, protecting plan fiduciaries, and fiduciary governance strategies. Neil is a Certified Plan Fiduciary Advisor (CPFA™) and Accredited Investment Fiduciary (AIF®), who has been quoted on investment and retirement plan matters in Bloomberg Businessweek, Barron’s, Investor’s Business Daily, PLANSPONSOR Magazine, CNBC, and other industry publications.
“It is a tremendous honor to receive this recognition from my peers,” shared Neil Plein. “I still remember the first time I met Steve, as my interactions with him always had a lasting impact. Steve listens deeply, and consistently demonstrates how to be generous with your time, actions, and purity of heart. To receive this recognition is both a surprise and perhaps the most meaningful compliment I have ever received, professionally or personally.”
Neil was also named as one of NAPA’s Top 100 Retirement Plans Advisor Under 40 for 2023, 2022, 2021, 2020, and 2017. Neil achieved his bachelor’s degree at Portland State University and received an advanced diploma from the University of Oxford. Outside of work, Neil enjoys exploring the latest AI solutions, trying new recipes, and traveling with his wife.
About Aldrich
The Aldrich Group of Companies provides financial, wealth, tax, and business transition strategies and services to clients. With offices across the West Coast of the U.S., Aldrich has worked closely with businesses, business owners, and individuals for more than 50 years to understand and help deliver on their growth goals. Aldrich includes one of the U.S’s Top 100 Accounting Firms, which provides tax, advisory, and consulting services to businesses and individuals, with deep expertise across an array of industries. Aldrich includes the following professional services firms: Aldrich CPAs + Advisors LLP , Aldrich Wealth LP, and Aldrich Capital LP.
