PROFESSIONAL ACCOMPLISHMENTS
AWARDS
- Five Star Wealth Manager award winner, 2012 – 2019
- Financial Times Top 400 Financial Advisors, 2019
- 2019 Womens Choice Award
- 2019 Best Place to Work Investment News
ACCREDITATIONS
- CERTIFIED FINANCIAL PLANNER™
- AIF®
- MBA
FT 400: To compile the 2019 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 800 qualified applications were received; 400 advisors were selected, representing 50 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit Financial Times ?
The Women's Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates. Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of October 2018, of the 463 considered for the Women's Choice Award, 108 were named Women's Choice Award Financial Advisors/Firms.
These awards are not indicative of the advisor's future performance. Your experiences may vary.