Broker Check

Team Awards and Designations


Our Difference

When you work with our team, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.

Our team is comprised of long-tenured, diverse and highly credentialed individuals.  We leverage our in-house resources as well as external expert team, so we are constantly learning about and providing perspective on the latest financial planning and investment management strategies.

Team Accolades

Forbes/Shook

Forbes/Shook

Barrons

Barrons

Award Disclosures

  • Forbes/SHOOK Research Best in State Wealth Management Team, published on January 12, 2023. Rankings based on data as of March 31, 2022.
  • Forbes/SHOOK Research Top Women Wealth Advisors Best In State, published on February 2, 2023. Rankings based on data as of September 30, 2022.
  • Forbes/SHOOK Research Best In State Wealth Advisor, published on of April 7, 2022. Rankings as of June 30, 2021. Forbes/SHOOK Research America’s Top Women Wealth Advisors, published March 24, 2021. Rankings based on data as of September 30, 2020.
  • Working Mother/SHOOK Research Top Wealth Advisor Moms, published September 29, 2020. Rankings based on data as of March 31, 2020.
  • Barron’s Top 1,200 Financial Advisors State by State recognition, published on March 12, 2018. Rankings based on data as of September 30, 2017.

Team Certifications

One or more members of our team hold the following designations to showcase our dedication and expertise in wealth management.

CFP Designation

A CFP professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.

CDFA Designation

A Certified Divorce Financial Analyst (CDFA®) is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future.

Put our expertise to work for you. Contact us. 

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