Workman receives Award of Excellence from Indiana State Treasurer and College Choice Advisor 529 Savings Plan

Last Updated on March 28, 2024 by Workman and Associates

David J. Workman

David J. Workman AIF®, of Workman and Associates, Inc, 1529 E. Market St., was presented with an Award of Excellence from Indiana State Treasurer Daniel Elliott and the College Choice Advisor 529 Savings Plan.

The award recognizes his outstanding leadership demonstrated in helping families plan and save for their education goals.

“While this is a great honor, the families who have decided to forgo their own immediate ‘wants and wishes’ and invested in their children or grandchildren’s future education are the ones to be truly commended and applauded,” said Workman. “In addition, without the service provided by our staff to our clients using the 529, this award would not have been possible.”

Workman and his wife, Beth, are the owners of Workman and Associates, Inc., along with Matthew Jennings, MBA, AIF®. Workman has been in financial planning 37 years.

SOURCE: News release from Workman and Associates

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