For the second year in a row, our team is honored to be named as one of the Forbes Best-In-State Wealth Management Teams for 2026 and 2025.

We believe this award is a reflection of the trust our clients have placed in us over the years.

<sup>2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. View additional disclosures

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC 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. View additional disclosures</sup>  

2025 Award Recipient 

I am honored to be named as a Forbes Best-in-State Wealth Advisor for second year in a row: 2024 and 2025.

I am grateful to our clients for entrusting us to help them with their financial needs and goals. This award reflects our unwavering dedication to meeting the dynamic and unique needs of our clients.

^{2025 Forbes Best-In-State Wealth Advisors; View full list of award winners Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 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 the time period from 6/30/22 - 6/30/23. View Award Disclosures}

Certified Divorce Financial Analyst (CDFA^®)

Margo Hill is a Certified Divorce Financial Analyst (CDFA^®). She provides financial guidance to individuals facing divorce, collaborating with their attorneys and other advisors through all stages of the divorce process. In addition to her strong wealth  planning background, she has completed an intensive training program to become skilled in analyzing and providing knowledge regarding the financial issues of divorce and its long term effects on finances.

The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

CERTIFIED FINANCIAL PLANNER^® professional

Chad Thomas has earned his CERTIFIED FINANCIAL PLANNER^® professional certification. The CFP^® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning strategies. To earn the CFP^® certification, he completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP^® Board's Code of Ethics and Professional Responsibility.

Chartered Retirement Planning Counselor^SM (CRPC^®)

Margo Hill has earned her CRPC^® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor^® she focuses on client centric problem solving as she assists clients planning for retirement, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, employing tax efficient strategies, projecting and meeting retirement cash flow needs, and helping with asset management and estate investment planning.

Sports & Entertainment Accredited Wealth Management Advisor^SM - SE-AWMA^®

Chad Thomas has earned the Sports & Entertainment Accredited Wealth Management Advisor^SM designation. 
The SE-AWMA^®, designation program provides advisors with the specialized knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth. The coursework to earn this designation includes developing skills to help him analyze and evaluate different planning strategies, including qualitative planning, trusts, investments, employee and retirement benefits, cash flow and tax planning, business planning, and estate planning strategies.

Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
 

Forbes Top Women Wealth Advisors Best-in-State for 2023, 2024 and 2025

Margo Hill was named to the Forbes Top Women Wealth Advisors Best-in-State for 2023, 2024 and 2025. 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) View full list of award winners. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. View Award Disclosures

Forbes Best-in-State Wealth Advisor for 2024, 2025

Margo was also selected as Forbes Best-in-State Wealth Advisor for 2024 and 2025. 2025 Forbes Best-In-State Wealth Advisors; View full list of award winners Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 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 the time period from 6/30/22 - 6/30/23. View Award Disclosures.