Honored to be recognized in Working Mother
I’m proud to have been named to Working Mother Magazine’s Top Wealth Advisor Moms list for 2019. The list spotlights the top mothers working in wealth management today, and I’m honored to be included as I truly enjoy helping my clients achieve their financial goals. Thank you to my clients for your trust, and I look forward to continuing to work with 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 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.