T Robertson

Forbes Best-In-Sate Wealth Advisors - 2018, 2019, 2024, & 2025 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by Shook research LLC based on time period 6/30/23-6/30/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on time period 6/30/22-6/30/23 (Source: Forbes.com). 2019 Forbes Best-in-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period 6/30/17-6/30/18. 2018 Forbes Best-in-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16-6/30/17. 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.