• Forbes’ Best-in-State Wealth Advisors – 2021
• Forbes’ Best-in-State Wealth Advisors – 2022
• Forbes’ Best-in-State Wealth Advisors – 2023
  Forbes’ Best-in-State Wealth Advisors – 2024
  Awarded “Best-in-State” Wealth Advisors recognition from Forbes. This award is given to financial advisors with a minimum of seven years of experience and based on criteria, such as revenue trends, assets under management, compliance records, and industry experience.

• AdvisorHub’s Advisors to Watch – 2022
  Awarded “Advisors to Watch” recognition from AdvisorHub. This award is given to financial advisors using three main criteria: scale, growth, and professionalism.

• Forbes’ Best-in-State Wealth Management Teams – 2025
  Awarded “Best-in-State” Wealth Management Teams recognition from Forbes. This award is given to wealth management teams with a minimum of 12 months of experience and based on criteria, such as revenue trends, assets under management, compliance records, and industry experience.

Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.