Honored to be recognized in Forbes
It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, HS&C Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.
Forbesrankings are developed by SHOOK Research and are created using an algorithmthat includes both qualitative (in-person, virtual and telephone due diligencemeetings; client impact; industry experience; review of best practices andcompliance records; and firm nominations) and quantitative (assets undermanagement and revenue generated for their firms) data. Investment performanceis not a criterion because client objectives and risk tolerances vary, andadvisors rarely have audited performance reports. Certain awards include ademographic component to qualify. These rankings for each applicable year arebased on the opinions of SHOOK Research, LLC, are not indicative of futureperformance or representative of any one client’s experience and are based ondata from the previous two calendar years. Forbesmagazine and SHOOK Research do not receive compensation in exchange forplacement on the ranking or its use. For more information:www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Interests
Our family enjoys travelling, gardening, youth sports, and spending time up north.