NFP Adds Retirement Advisory, Wealth Management Appointments
NFP has appointed Jessica Espinoza and Stephen Jans as national practice leaders of Retirement Advisory and Wealth Management, respectively.
Espinoza, based in Bethesda, Maryland, and Jans, based in Minneapolis, will report to Ed O’Malley, executive vice president, head of Insurance Brokerage and Consulting. This appointment follows Aon’s sale of Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms to Madison Dearborn Partners, which closed on October 30.
“We’re thrilled to elevate Espinoza and Jans to lead our retirement and wealth business lines,” said O’Malley. “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. While some components of our business are evolving, retirement and wealth remain integral to our strategy and service model.”
Espinoza, a retirement plan advisor with nearly two decades of experience in the middle market, began her career at NFP in 2006. She is a CFA charterholder and has served on the NFP’s national investment committee since 2016. As a managing director, NFP says this appointment broadens her oversight of its retirement business from the Atlantic region to a national focus.
“I’m honored to lead our retirement business and build on NFP’s legacy of delivering exceptional value to plan sponsors and participants,” said Espinoza. “Our clients rely on us for comprehensive, end-to-end retirement solutions that support participant financial wellness and long-term security. I’m excited to build on our strong foundation and continue delivering outstanding advice to plan sponsors and participants.”
Jans, a leader with over 30 years of experience in wealth management, began his career as a financial advisor and joined NFP in 2007.
“I’m thrilled to begin this new chapter leading our Wealth Management practice,” said Jans. “Our commitment to wealth management remains unwavering, and we will continue to deliver personalized, high-impact wealth guidance to individuals, families and institutions across the country, ensuring our clients receive the same trusted expertise and tailored strategies they’ve come to expect from NFP.”
Next Page: Nationwide Pledges $1.5B to AI Initiatives
