I am humbled to receive these accolades, which I believe represent an impressive list of professionals that come to work with one goal in mind — helping their clients succeed. I am proud of our team and the service we provide, and am so grateful to our clients for their ongoing trust and confidence. It's an honor to be included among these outstanding advisors!
2021 Forbes Best In State
2021 Forbes Top Women Wealth Advisors
2020 Barron's Top 1200 Advisors
2020 Barron's Top 100 Women Advisors
2020 Top Wealth Advisor Mom
The Forbes Best-In-State Wealth Advisors, Forbes Top Women Wealth Advisors, and Working Mother’s Top Wealth Advisor Moms ranking algorithm is based on 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 ranking. Investment performance is not a criterion.
The Barron’s Top 1200 Advisors and Barron's Top 100 Women Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.