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Tom Brooks
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DALLAS -- Five Star Professional has included 100 percent of Atlas Wealth Advisors’ financial consultants in its 2014 Dallas/Fort Worth Five Star Wealth Managers class.

Five Star Professional recognizes a select group of Dallas/Fort Worth area wealth managers who provide quality services to their clients.  Five Star Professional will team with Texas Monthly magazine to feature the recipients in a special section of its August edition.

The five Atlas Wealth Advisors chosen are Philip Athey, Scott Hammel, Adam Keller, Jay Marsden and Kyle Walters.

“We couldn’t be more proud to have all of our advisors achieve this recognition,” said Kyle Walters, managing director at AWA. “This validates our emphasis on being customer-focused and valuing continuing education by our advisors.”

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous research methodology. It incorporates input from peers and wealth management firm leaders, along with client retention rates, industry experience and a regulatory history review.

The research behind the award is extensive with each wealth manager being thoroughly vetted from numerous angles, a Five Star spokesman said.

Athey and Keller are in the Richardson office of Atlas Wealth Advisors, while the other three work out of company headquarters north of downtown Dallas. AWA is a fee-based wealth management company whose goal is to build a lasting relationship and tailor a financial plan based on the client’s long-term objectives. AWA has partnered with WFG Investments, Inc., as its broker-dealer.

Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications. They are evaluated on 10 objective eligibility and evaluation criteria, including client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.

Self-nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. Detailed information on the Five Star Wealth Manager research methodology can be found at www.fivestarprofessional.com.

More information on Atlas Wealth Advisors can be found at www.atlaswealthadvisors.com.

FOR MORE INFORMATION OR INTERVIEWS:

Atlas Wealth Advisors: Kyle Walters – Phone: 214-276-5619; Email: kwalters@atlaswa.com

Tom Brooks: 214-415-2551; Email: tom@tommywrites.com

 

 

DISCLAIMER: Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.  The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly.  Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

Tom Brooks
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Congratulations to the six Richardson Real Heroes honored April 3rd at the Richardson Civic Center. Pictured (from left) Josh Gonzalez, Reuben Pratt, Nancy Rohm, Gene Tomasello and Bob Wallace. Real Hero Artur Pira was unable to attend. See more on the work of these volunteers at www.richardsonrealheroes.com

The Richardson Real Heroes organization honored six people whose unheralded volunteerism contributes to making the city a better place to live.

The six were feted April 3rd at the fifth annual Richardson Real Heroes awards ceremony at the Richardson Civic Center.

  The honorees and the organizations for which they volunteer:

  • Josh Gonzalez, for his work with the Richardson Police Department Explorer Post #761
  • Artur Pira, owner of Aboca's Italian Grill, for donations of meals in support of multiple non-profit organizations and the homeless
  • Reuben Pratt, for more than a decade of volunteer work with Junior Achievement
  • Nancy Rohm, for her work with Altrusa Richardson plus many other non-profit organizations
  • Gene Tomasello, for more than 3,500 hours of volunteer work with the Richardson Adult Literacy Center
  • Bob Wallace, for his work through The Counseling Place, the City of Richardson and its police department to facilitate the community service program for senior homeowners.

This was the fifth class of Real Heroes. The organization was founded by The Richardson Coalition with the motto of “Honoring Silent Generosity.” Nominees are sought from the public and then the Real Heroes board of directors chooses the finalists. Prior to this year, the board chose one Real Hero of The Year from among the finalists. For 2014, the board decided it was difficult to put a greater value on one volunteer effort over another, so it named all six finalists as Richardson Real Heroes and plans to continue that tradition.

“Selecting one of our honorees to be the Real Hero of the Year has been a struggle. All of our finalists are amazing,” said Chelsea Schmidt, chairman of the 2014 program. “We finally realized that they are all Real Heroes and deserve to be appreciated equally.”

More facts about the Richardson Real Heroes Program and the biographies of the award recipients can be found at www.richardsonrealheroes.com.

-        For more information on this story, contact Tom Brooks, publicity chair of Richardson Real Heroes, at tom@tommywrites.com or phone 214-415-2551.

Tom Brooks
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Winners Celebrate at Richardson East Rotary Club's Casino Party

A packed house helped Richardson East Rotary Club raised more than $46,000, a record, at its 18th Annual Casino Party.

 A crowd of 400 jammed the Richardson Civic Center on Jan. 31st to eat barbecue, “gamble” and make merry to raise money for the club’s multiple charities.

“It is so much fun to see our members pull together, work so hard and make this party happen,” said Per Treven, the chair of the 2014 event. “We are only 40 people, but our event is one of the most anticipated of the year in the community. I think we threw a great party.”

The club’s various charities include college scholarships for Richardson ISD students, the Rotary Dental Clinic, wheelchairs for those who can’t afford them around the world, several local nonprofits and the Rotary International effort to eradicate Polio.

The biggest beneficiaries of the fundraiser are graduating seniors from the Richardson

Independent School District, who see the results in the form of college scholarships.  Richardson East Rotary also contributes in other ways to RISD schools, plus donates to the YMCA, The Counseling Place and the Network of Community Ministries, among other local and international efforts.

Another major beneficiary is the Rotary Dental Clinic, which opened in 2010 as a joint partnership between the Network of Community Ministries and Richardson’s three Rotary clubs. Richardson East Rotary Club has taken special pride in the clinic because the founders are two members of the club, Doug Crosby and Mark Denny. The two dentists grew up in Richardson and graduated from J.J. Pearce High School.

“Each year has presented something new, but one thing that has always remained the same,” said Casino Party Chairman Wendall Ritz. “When you join us, you will have a great time”.

For the price of the ticket, party goers enjoyed dinner, liquid refreshment for the night, snacks and a “gambling” stake for the Casino games.  Local companies underwrite the event with sponsorships. More funds were raised in a silent auction of goods and services donated by members of the community.

In addition to local charities, Richardson East Rotary Club contributes to Rotary International projects. The signature project is PolioPlus, an effort launched in 1985 to rid the world of polio. Since its inception, the crippling disease has been eradicated from all but three countries.  Richardson East Rotary also contributes to international clean water projects and the Wheelchair Foundation.  Using the partnership between Rotary and the Wheelchair Foundation, the club is responsible for placing more than 1,100 new, sturdy wheelchairs with needy users around the world.

-For more information contact Tom Brooks, PR Chairman of the Richardson East Rotary Club. 214-415-2551, or email: tom@tommywrites.com