Awards and Recognition

_{Five Star Wealth Manager: Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2015 - 2023 Five Star Wealth Managers.}

_{Forbes Best-In-State Wealth Advisors and Top Women Wealth Advisors: Developed by SHOOK Research, the ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Factors considered include revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone, virtual, and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for ranking.}

_{Working Mother's Magazine Top Mom Wealth Advisors: Developed by SHOOK Research, the ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Factors considered include revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Additionally, advisors must be working mothers with at least one child aged 21 or younger living at home. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Working Mother nor SHOOK receives a fee in exchange for rankings.}