Honored to receive recognition in Forbes
I’m honored to have ranked #2 in Kentucky on the Forbes Best-in-State Next-Generation Wealth Advisors list for 2019. It’s awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Our No. 1 priority is delivering personalized financial advice to help my clients achieve their goals. I’d like to thank our clients for your trust and for the opportunity to continue working together.
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 over a three-year period, 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. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.