As the adage goes, “it takes a village.”
Although it may seem that the honor of being named to the prestigious Forbes 2024 list of Best-in-State Wealth Advisors is a reflection of me, it is really a reflection of “You.”
This recognition reflects years of collaborative effort shaped by a loving family, loyal friends, dedicated clients, and a phenomenal team. Overarching all the above is a faithful Father who is the
source of any and all gifts and talents. To Him be the glory.
I am surrounded by greatness each and every day and am richly blessed. Thank you 🙏🏻.
Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
