07/23/2026
Honored to share that I've been recognized in AdvisorHub's 250 RIAs to Watch 2026 for the second year in a row!
I am deeply grateful to my clients for the trust they place in us, to the team at CFA whose dedication makes this work possible, and to AdvisorHub for this honor.
Disclosure: AdvisorHub 250 RIAs to Watch 2026 was awarded on 06/16/26 based on data provided from 12/31/24 to 12/31/25. The methodology used to rank applicants was based on factors including scale and quality of practice, year-over-year growth, and overall professionalism. Financial advisors, including CFA, did not pay any compensation to be considered for this ranking, participation in the ranking is free and open to all advisors. AdvisorHub requires firms to pay a licensing fee for the use of the AdvisorHub Logo in marketing materials