08/12/2026
What an honor to be among the Forbes | SHOOK®️ Best-in-State Next-Gen Wealth Advisors for the 2nd year. I’m proud to be recognized among this distinguished group of financial advisors.
Disclosures: 2026 & 2025 Forbes | SHOOK®️ Best-in-State Next-Gen Wealth Advisors for OH, published August each year, research by SHOOK®️ Research LLC, data as of March of the same year.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.