I enjoy playing golf, spending time with my family, fly fishing, gardening and traveling.
Honored to be recognized in Forbes
I have some big news: Forbes named me one of their Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m so grateful to be honored as the #<<number>> ranked advisor in <<state>>. This accolade just confirms that our dedication, integrity and client focus have paid off. I’d like to thank my team for all their hard work, my clients for their trust and Forbes for their recognition. Thank you!
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. 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. 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.