Honored to be recognized in Forbes
I’m proud to have been named to the Forbes Best-in-State Next-Generation Wealth Advisors list for 2019. It’s awarded to advisors who provide a high-quality experience, and it reflects my dedication to helping clients achieve their goals. Thank you to my dedicated clients and my talented team for making this possible – I could not have accomplished this without your trust and support.
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. 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.