- Five Star Wealth Manager Award Winner 2015-20181
- #2 LPL Financial FIS Advisor 2010-2017; #3 LPL Financial FIS Advisor 20182
- Listed among the top 10 U.S. Bank Advisors by Bank Investment Consultant 2014-20173
1The Five Star Wealth Manager award is based on 10 objective criteria. Wealth managers do not pay a fee to be considered for or placed on the final list of awardees. Award does not evaluate quality of services provided to clients or guarantee future investment success.
2LPL Financial rankings based on total advisory production among all LPL Financial FIS advisors through March 31, 2018.
3Bank Investment Consultant ranking based on assets under management (AUM), production, percentage growth in both Assets Under Management (AUM) and production, fee business and the ratio of production-to-AUM, December 6, 2017.