Awards & Recognition

2023 Forbes Best-In-State Wealth Advisors by SHOOK Research

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We are excited to announce Theodore J. (TJ) Zak, CFP® (Managing Director – Investments) and Suken Jogani (Managing Director - Investments) have both been recognized as 2023 Forbes Best-In-State Wealth Advisors by SHOOK Research. We believe this represents an impressive list of professionals that come to work with one goal on their mind — helping clients succeed. Both advisors have earned this distinguished honor since 2019. 

The Forbes Best-in-State Wealth Advisors rating algorithm is based on previous year’s 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 rating.  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.  Fee paid to use logo.