In the News

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Nate Verbeek was recognized as one of Forbes’ Best-in-State Wealth Advisors for 2022.* Both Nate and Andrea Prince Karsten are part of Wells Fargo Advisors’ Premier Council.** Nate has been a Platinum Council Advisor every year from 2014 - 2023 and Andrea has been a Platinum Council Advisor every year from 2019 - 2023. Congratulations to Nate and Andrea – our team is honored to receive accolades for their service!
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Our own Lauren Brennen was interviewed by her alma mater, Calvin University, about her financial career. 

> Read the article here.
* The Forbes Best-in-State Wealth Advisor rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

** The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

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