Honored to be recognized in Forbes
Helping my clients, their families and friends stay focused on tomorrow's long-term goals is my greatest honor. And it's also my top priority. Because of this, I'm proud to share that I've been recognized on two industry publications' top financial advisor lists: Forbes Top Women Wealth Advisors and Forbes Best In State 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.
This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.