08/14/2026
Thank you to everyone who shared kind words and congratulations following my recognition as a 2026 Forbes | SHOOK®️ Best-in-State Next-Gen Wealth Advisor.
I am deeply grateful for the trust my clients place in me and for the opportunity to walk alongside them through some of life's most important decisions. The greatest reward isn't recognition, but the relationships built over the years and the privilege of serving others.
This honor would not be possible without the support of our clients, our team, and our community. Thank you for allowing me to be a part of your journey and for the confidence you place in me every day.
It is a privilege to serve, and I look forward to continuing to help families pursue what matters most to them.
Disclosures: 2026 Forbes | SHOOK®️ Best-in-State Next-Gen Wealth Advisors for FL, published August 2026, research by SHOOK®️ Research LLC, data as of March 2026. 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.