Accolades
I am honored to be named a Forbes Best-in-State Wealth Advisor for 2023. This accolade is given annually to top wealth advisors around the country based on industry experience, assets under management, and other criteria. This award serves as a testament to my commitment to providing excellent wealth management services for my clients.
In addition, I was named to the Wells Fargo Advisors Platinum Council for 2022. This recognition is granted to professionals based on their business production, educational background, and length of service, among other criteria. I am humbled to receive this recognition and remain steadfast in my mission of providing superior service.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors 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. 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 distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.