Our Team in the Press

Throughout our careers in the financial services industry, we have been honored to receive recognition for the services we provide to our clients and their families. Our recognition from this year is listed below, and an archive of previous years' accolades are included further down the page as well.

2023

HMP Forbes Best-in-State Wealth Management Teams

2022

Mayer Forbes Best-in-State Wealth Advisor

Mayer Premier Advisor

Huffman Premier Advisor

Paolo Premier Advisor

Shred-it Event

2021

Mayer Forbes Best-in-State Wealth Advisor

Mayer Premier Advisor

Huffman Premier Advisor

Paolo Premier Advisor

2020

Mayer Forbes Best-in-State Wealth Advisor

Mayer Premier Advisor

Huffman Premier Advisor

Paolo Premier Advisor

2019

Mayer Forbes Best-in-State Wealth Advisor

Mayer Premier Advisor

Huffman Premier Advisor

Paolo Premier Advisor

Shred-it Event

2018

Mayer Forbes Best-in-State Wealth Advisor

Mayer Premier Advisor

Huffman Premier Advisor

Paolo Premier Advisor

Shred-it Event

Hassett 30th Anniversary

2017

Mayer Premier Advisor

Huffman Premier Advisor

Shred-it Event

Barron's Event

Paolo 5th Anniversary

Gilliland 10th Anniversary

Anderson 5th Anniversary