08/26/2026
Honored to be named to AdvisorHub's 2026 Advisors to Watch Under $1B list. Grateful for the trust of my clients and proud of the work we do together to help families pursue their financial goals with confidence. Thank you to everyone who has been part of the journey.
2026 AdvisorHub 400 Advisors under $1Bil to Watch: Awarded June 2026; Data compiled by AdvisorHub based on the time period from 12/31/24 - 12/31/25 (Source: AdvisorHub). The 2026 AdvisorHub 400 Advisors under $1Bil to Watch rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. Fee paid for use of logo.
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