Honored to be recognized in Forbes
I'm proud to announce that I'm one of Forbes Top Next Generation Wealth Advisors for 2020. The list spotlights top advisor across the U.S., and I'm honored that Forbes chose to recognize me. While this is an exciting honor, helping clients achieve their goals is the greatest reward. I'd like to thank my hard-working team and our loyal client for making this recognition possible!
Forbes /SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.