Blisk Financial Group

 

Awards & Recognitions : May 4, 2007

 

Del Mar, CA – Brenda P. Blisk, CFP®, founder and CEO of the Blisk Group in McLean, VA, was named the first recipient of the Charlie Eisenmann Client First Service Award by Dunham & Associates Investment Counsel, Inc. at the Dunham Institute Wealth Management Symposium on May 4 in Del Mar, California.

 

“This nomination is right on point,” said Jeffrey Dunham, president and CEO of Dunham & Associates. “Brenda and her team offer their clients an amazing level of service and care. Her client centered approach is evident in how she treats clients as friends, not just account numbers. In addition, her dedication to the community makes her an excellent example to other business leaders.”

The award recognizes Blisk for exceptional client service as acknowledged by industry peers and clients.  Blisk has been an investment advisor for over 22 years and also has the distinction of being a past Dalbar Customer Service Award Honoree .

 

In 1999, Dalbar, Inc., the nation's leading financial services market research and consulting firm, ranked The Blisk Financial Group in the top 2% in the country in three areas: Client Satisfaction, Client Performance and Professional Ethics . These awards are based on Dalbar's systematic testing of customer service.

 

The Charlie Eisenmann Client First Award has been founded by Dunham & Associates to honor the memory of the firm's late chief operations officer and director of client services by recognizing the investment advisor who best embodies the values he espoused of putting client interests ahead of one's own. The award will be bestowed annually at The Dunham Institute Wealth Management Symposium.

 

In November 2006, Ms. Blisk was selected to attend The Winner's Circle® Summit , a by-invitation-only event for the top Female Financial Advisors in the country. This Summit was co-sponsored by Barron's Magazine and The Winner's Circle® Organization.

 

In January, the Washington Business Journal featured Blisk in a personality profile in their issue on Banking & Finance.

 

 

 

 

 

 

 

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