Honored to be recognized in Forbes
It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named the #108 ranked advisor in Wisconsin on the 2023 Forbes Best-in-State Wealth Advisors list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire team. This achievement would not have been possible without you.
Forbes 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 two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placementHonored to receive recognitionI’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.6on the ranking. For more information:www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.