1st Global Congratulates Larry Sikes of DSF Wealth Management, LLC

22-Jan-2013

Sikes wins the inaugural Success to Significance Award at 1st Global National Conference 2012

Dallas, Texas— 1st Global, a research and consulting partner for high-achieving CPA firms offering wealth management, congratulates Larry Sikes, chief executive officer of DSF Wealth Management, LLC, in Lafayette, La., on being named the winner of the inaugural Success to Significance Award at the 1st Global National Conference 2012. Sikes was given the Success to Significance Award for showing a great commitment to continued growth of an enterprise-level firm that will continue to serve future generations of clients.

 “We all know that building a successful business in America today is very hard to do. Larry and his team at DSF Wealth Management have built a business that will transcend generations of employees, partners and clients,” says 1st Global Chairman and Chief Executive Officer Tony Batman. “Larry knows how to win without fighting – and that is grace.”

The Success to Significance award is one of six new Founder’s Awards selected by Batman. The winners represent virtuous accomplishments reflecting 1st Global’s corporate values in the following areas: Advocacy, Wisdom Sharing, Knowing WHY, Challenging Conventional Wisdom, Being a Client Servant and Moving from Success to Significance.

In addition to Sikes’ Success to Significance Award, DSF Wealth Management was recognized at the conference for its outstanding achievements in wealth management excellence, and is the proud winner of the Seven Diamond Eagle award, 1st Global’s highest honor.

Achieving the level of a Seven Diamond Eagle is the pinnacle of accomplishment at 1st Global,” says Batman. “DSF Wealth Management has set 1st Global records for production two years in a row. This is the third year it has been our sole Seven Diamond Eagle winner and we couldn’t be more proud of the firm.”

1st Global National Conference 2012 was held November 11-13 at the Broadmoor Hotel in Colorado Springs, Colo. The annual gathering of 1st Global’s leading firms featured speeches, presentations and conversations from acclaimed luminaries, decorated veterans and diplomats such as former Secretary of State George P. Shultz, Father of Supply-Side Economics Dr. Arthur B. Laffer, Tulane professor Peter Ricchiuti, U.S. Air Force Col. Ed Hubbard (Ret.) and bestselling author Jason Jennings. This year’s gathering of 1st Global’ s leading firms was driven by “Knowing WHY,” a theme challenging partner firms to clearly define why they are in the business of wealth management.

1st Global is looking forward to watching DSF Wealth Management, LLC continue to grow its practice by helping it clients honor the important promises they’ve made to themselves and their loved ones.

About DSF Wealth Management, LLC

DSF Wealth Management’s Investment Management Solutions serves individuals and businesses in all areas of financial planning, including retirement planning, tax management, estate planning, risk management, education funding, investments and employee and executive benefits. Visit www.dsfwealth.com to find out more.

About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

More than 450 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.

The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Suite 1200 in Dallas, Texas, 75251; 214-294-5000. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available at www.1stGlobal.com .

 

 

 


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