SageView Congratulates NAPA President

SageView Advisory Group this week congratulated Lisa Drake, managing director of Retirement Plan Consulting for the firm, for her election as president of the National Association of Plan Advisors (NAPA).

Drake assumed the leadership role on April 29, after serving as the organization’s president-elect in 2024.

“A passionate advocate for driving positive retirement plan outcomes for plan sponsors and participants, Lisa is the right person to lead this vital organization during this turbulent period for American retirement security,” said John Longley, SageView’s CEO. “I’m thrilled to see her in yet another leadership role where she will help enhance the financial stability for many Americans. NAPA is in incredibly good hands.”

Drake joined SageView in 2019 as a retirement plan consultant, working with employer-sponsored retirement plan fiduciaries. She has worked in institutional financial services for nearly two decades. In her role, located in West Palm Beach, Florida, Drake advocates for comprehensive retirement planning, financial wellness and closing the retirement savings gap.

Drake added, “I have served on the NAPA leadership council since 2020, and am honored to lead the organization as we face one of the most complex environments for American retirement in more than a generation. NAPA will continue to promote retirement security, pursue advocacy and support financial advisors as we navigate this evolving landscape. I look forward to working with the organization’s leadership team in continuing NAPA’s excellence.”

Washington, D.C.-based NAPA is a non-profit organization created by retirement plan advisors to identify and solve retirement plan challenges. NAPA has more than 20,000 members and is affiliated with the American Retirement Association (ARA).