Our Recognition

Throughout our careers, we have been honored to receive various industry accolades for the continued high level of service we provide to each and every one of our clients. All the while, we recognize and appreciate the trust and confidence that our clients continue to place in us.

Individual Recognition

Kelly Caves

• Named "Top Women Advisors" by NAPA (2018)¹

Amit K. Agrawal

• Named "Best-In-State Wealth Management Teams” by Forbes (2023, 2024, 2025)^₅

Brian Wiese

• Named "Top 100 Retirement Plan Advisors Under 40" by NAPA (2017, 2018, 2019)²
• Named "Top Next-Gen Wealth Advisor" by Forbes Magazine (2018)³
• Named "Top Next-Gen Wealth Advisors Best-In-State" by Forbes Magazine (2019)⁴

_{¹ Data compiled by NAPA (Source: napa-net.org).  2018 awarded October 2018 based on the time period from Jan. 2017 – Dec. 2017.
² Data compiled by NAPA (Source: napa-net.org).  2019 awarded November 2019 based on the time period from Jan. 2018 – Dec. 2018; 2018 awarded November 2018 based on the time period from Jan. 2017 – Dec. 2017; 2017 awarded November 2017 based on the time period from Jan. 2016 – Dec. 2016.
³ Data compiled by Shook Research, LLC (Source: Forbes.com). 2018 awarded July 2018 based on the time period from 3/31/17 - 3/31/18.
⁴ Data compiled by Shook Research, LLC (Source: Forbes.com). 2019 awarded June 2019 based on the time period from 3/31/18 - 3/31/19.
⁵ Data compiled by Shook Research, LLC (Source: Forbes.com). 2025 awarded January 2025 based on the time period from 3/31/23-3/31/24.  11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 awarded January 2024 based on the time period from 3/31/22-3/31/23; 2023 awarded January 2023 based on the time period from 3/31/21-3/31/22.
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