Ryan was recognized as a 2024 Best-In-State Next-Gen Wealth Advisor by Forbes and SHOOK Research. He was one of 61 advisors from Pennsylvania to make the list. In all, there were more than 1,600 advisors recognized with this award nationally.
This is Ryan's first individual accolade from Forbes/SHOOK Research and the fourth time our team, as a whole, has been recognized. We have earned two consecutive mentions on the Forbes Best-In-State Wealth Management Teams list (2023-2024), and Dennis was named a Forbes Best-In-State Wealth Advisor in 2020.
“This award acknowledges that relationships in wealth management are built on trust and understanding, which are formed over decades, not years," said Ryan. "Continuing our practice into its third generation is a testament to our team’s focus on building, strengthening, and deepening client connections.
"As financial planning and investment advice continue to evolve in the age of A.I., it’s paramount that advisors stay on the leading edge of technology. Our next-gen team continues its legacy of over 70 years of financial advice while adapting to the new demands of the digital age.”
