Recognized in Working Mother magazine
It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named to the ranked advisor on the Working Mother Top Wealth Advisor Moms list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Hemann, Preator & Associates team. This achievement would not have been possible without you. If there’s anyone you care about who could benefit from our services, I’d be happy to speak with them.
This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, andadvisors rarely have audited performance reports. Rankings are based on theopinions of SHOOK Research, LLC and not indicative of future performance orrepresentative of any one client’s experience. Forbes, Working Mothermagazine and SHOOK Research do not receive compensation in exchange forplacement on the ranking. For more information: www.SHOOKresearch.com.