Honored to be recognized in Forbes
I’m excited to share that my team has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.
Forbes rankings aredeveloped by SHOOK Research and are created using an algorithm that includesboth qualitative (in-person, virtual and telephone due diligence meetings;client impact; industry experience; review of best practices and compliancerecords; and firm nominations) and quantitative (assets under management andrevenue generated for their firms) data. Investment performance is not acriterion because client objectives and risk tolerances vary, and advisorsrarely have audited performance reports. Certain awards include a demographiccomponent to qualify. These rankings for each applicable year are based on theopinions of SHOOK Research, LLC, are not indicative of future performance orrepresentative of any one client’s experience and are based on data from theprevious 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.