Awards & Accolades

Important information:

2021-2024 Forbes America's Top Wealth Advisors, published April or August each year, research by SHOOK Research LLC, data as of June of the prior year or March 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.

2024 Forbes Best-In-State Wealth Advisors, published April 2024, research by SHOOK Research LLC, data as of June 2023. 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.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

2024 Financial Planning's Best Advisor Pay (#1 at $2Mil, $1Mil, $600K and #2 at $400K Producer Level), published Financial-planning.com May 2024, data compiled by Arizent; analysis by Tasnady & Associates, data as of April 2024. Compensation provided for using, not obtaining, the rating.

2024 Barron’s Top 1,200 Financial Advisors, published March 2024, data as of September 2023. 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 various factors including assets under management, revenue produced for the firm, regulatory record, industry experience and philanthropic work.

2024 Training Magazine Training Apex Award, published February 2024, data as of September 2023, application fee required for consideration.

2021-2024 Forbes America's Top Women Wealth Advisors, published 1st quarter each year, research by SHOOK Research LLC, data as of September of the prior 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.

2022-2024 Forbes Top Women Wealth Advisors Best-in-State, published February each year, research by SHOOK Research LLC, data as of September of the prior 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.

2024 Fortune World's Most Admired Companies list, published January 2024, in partnership with Korn Ferry, data as of November 2023.  Compensation provided for using, not obtaining, the rating.

2023-2024 Forbes Best-in-State Wealth Management Teams, published January each year, research by SHOOK Research LLC, data as of March of the prior 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.

Equality 100 Award; Leader in LGBTQ+ Workplace Inclusion in Partnership with the Human Rights Campaign Foundation, published Equity Magazine November 2023, data as of June 2023.

2023 Fortune Best Workplaces for Women, published October 2023, research by Great Places to Work®, data as of August 2022. Compensation provided for using, not obtaining, the rating.

2023 Fortune Most Powerful Women, published October 2023, data as of August 2023.  Compensation provided for using, not obtaining, the rating.

2023 Best Workplaces in Financial Services & Insurance, published Fortune September 2023, research by Great Places to Work®, data as of August 2022. Compensation provided for using, not obtaining, the rating.

2023 American Banker's Most Powerful Women in Finance, published September 2023 research by JPMorgan Chase, data as of May 2023.

2023 PEOPLE Companies that Care, published PEOPLE magazine August 2023, research by Great Places to Work®, data as of August 2022. Compensation provided for using, not obtaining, the rating.

2023 Forbes Top Next-Gen Wealth Advisors Best-in-State, published August 2023, research by SHOOK Research LLC, data as of March 2023. 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.

2023 Best Workplaces for Millennials, published Fortune July 2023, research by Great Places to Work, data as of August 2022. Compensation provided for using, not obtaining, the rating.

Fortune 500 2013-2024, published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating.