07/01/2026
I’m excited to announce that I have been recognized among the 2026 Forbes|SHOOK® Best-in-State Wealth Advisors.
Disclosures: 2026 Forbes|SHOOK® Best-in-State Wealth Advisors in TX, published April 2026, research by SHOOK® Research LLC, data as of June 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.