04/16/2026
I'm honored to share that I've been named to the 2026 Forbes Best-in-State Wealth Advisors list. I’m incredibly grateful for this recognition, and I know it would not be possible without the support of such a talented and dedicated team. Their commitment to serving our clients with care, professionalism, and consistency is a big part of what makes this work so meaningful. I’m proud to be part of a team that works hard every day to make a positive difference in the lives of the families we serve.
The 2026 Forbes “Best-In-State Wealth Advisors” award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor’s best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.