08/12/2026
I’m proud to announce our recognition among the 2026 Forbes Best-in-State Next Gen Wealth Advisors—marking our 3rd consecutive year. Ashley, Bethany and I honor the privilege to serve our clients’ financial goals at a high level.
Disclosures: 2024-2026 Forbes I Shook Best-in-State Next-Gen Wealth Advisors for OR, 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.