Legacy Award Winner 2023
Matthew Grace, CLU, CEPA, CLTC, LACP Matt joined First Financial Group in 2007 and started his career helping families and small business owners plan and save for the future. He focuses on solving complicated planning issues with successful business owners, helping to integrate their personal goals with their business means to reduce and minimize income and estate taxes. Matt helps business owners look up, and past, the day-to-day grind to acknowledge they no longer need to work for paying bills and start working to create a legacy. Those legacies may be for their children and grandchildren, their employees, their community, charities, or a combination thereof. He loves seeing an operator realizing they have already out run their needs and start to see new possibilities for the future open up. Matt has served in various capacities on the GWDC Board, including Treasurer, President Elect, President, Young Advisor Team Chair, IFAPAC Treasurer, and National Committee Person. He received the 2023 Legacy Award in recognition of dedication and service to the National Association of Insurance & Financial Advisors (NAIFA)-Greater Washington.
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Legacy Award Winner 2021
C. Kevin Jones, ChFC, RICP, AIF Kevin has more than 35 years of financial service experience. He is a Chartered Financial Consultant, Retirement Income Certified Professional, Chartered Life Underwriter, and Accredited Investment Fiduciary. He holds a BA in Economics from the College of William and Mary and an MS degree in financial services from The American College. He is a past president of the Greater Washington Chapter of Financial Service Professionals, founder and past chairman of the National Capital Business Ethics Awards, and past president of Arlington Senior Babe Ruth Baseball. Kevin was the recipient of the 2020 Legacy Award in recognition of dedication and service to the National Association of Insurance & Financial Advisors (NAIFA)-Greater Washington and in conformance with the highest standards of professional conduct and community service. He currently serves on the boards of the Arlington Community Foundation and the Helping Hands Society of Greater Washington. He is head coach of the Yorktown High School Boys’ varsity tennis team.
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Legacy Award Winner 2019
Peter Glassman, CLU, CFP For over 30 years, Peter has provided financial advice to some of Washington, DC’s top attorneys. Through this experience, Peter has continually refined his understanding of the unique challenges and opportunities these busy professionals face. As a CFP, Peter not only assists clients with developing plans, he also works to ensure the successful implementation of the investment insurance and other strategies require to see the plans come to fruition. Active on the MassMutual Advisors Association for many years, Peter served as Chairman of the Wealth Management Committee from 2016 – 2018. Peter served as President of the Helping Hands Society of Greater Washington from 2015-2018. Past board service has included Big Brothers/Big Sisters, Hope for Henry and Health in Harmony. Peter was honored as the 2019 recipient of The Legacy Award given by NAIFA-GWDC in recognition of high standards of professional conduct and service to their community.
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