Honored to be recognized in Forbes
Helping my clients, their families and friends stay focused on their long-term financial goals is my top priority. Because of this, I’m proud to share that I’ve been recognized on three industry publications' top financial advisor lists: Forbes Best-in-State Women Wealth Advisors, 2022- 2023; Forbes Best-in-State Wealth Advisors, 2020-2023 and Forbes Top Women Wealth Advisors, 2020-2021. Thank you to all of my loyal clients for believing in me and to everyone on my outstanding team. Your continued trust has made this recognition possible.
The Forbes Top Women, Best-in-State Women and Best-in-State Wealth Advisor rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.