Honored to be recognized in Forbes
My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Carlson, Denison & Associates on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!
The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Native Las Vegans do exist! Born and raised in Las Vegas, I graduated from the University of Nevada Las Vegas (UNLV) in 2016. A huge sports fan, basketball tops the list and I attend the annual summer basketball tournaments when held in the city. Rooting for the Golden Knights hockey team is just as thrilling as playing a good Poker hand. Seeing new destinations make life fuller and so Egypt is next on the travel list. A voracious reader, I love turning the pages of great books in various genres.