08/17/2026
Honored to be recognized as a Forbes Top Next-Gen Wealth Advisor nationally, and to be ranked #2 in Forbes Best-In-State Next-Gen Wealth Advisors in Maryland.
I am incredibly grateful to my clients, colleagues, mentors, and team members who have been part of this journey. This recognition reflects the trust our clients place in us every day and our commitment to helping individuals, families, business owners, foundations, and institutions pursue their financial goals.
Thank you to everyone who has supported me along the way. I look forward to continuing to serve our clients with the same dedication and passion that brought us here.
2026 Forbes America's Top Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3U3yuGu. Please see https://www.forbes.com/top-next-gen-advisors for more info.
2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: