Honored to recognized in AdvisorHub Magazine
I’m excited to share that I’ve been named to the 2023 AdvisorHub Advisors to Watch (under $1Bil) list. This list includes top advisors from across the industry who are committed to helping their clients focus on long-term financial goals. I’m so grateful to be honored as the #42 ranked advisor. 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.
The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use.