I’m proud to have been named to several industry publications' top advisor lists:
Barron's Top 100 Financial Advisors, 2020
Barron's Top 100 Independent Financial Advisors, 2015-2019
Forbes Best-in-State Wealth Advisors, 2018-2019
Forbes Top Wealth Advisors, 2016-2019
Financial Times 400 Top Financial Advisers 2016-2017, 2019-2020
Barron’s Top 1,200 Financial Advisors 2014-2019
Barron’s Top 1,000 Financial Advisors 2011-2013
The rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry.
It is an honor because I truly enjoy helping clients achieve their goals. I’d like to thank them for their trust and for the opportunity to continue working together.