2024 Forbes Top Woman Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research, LLC based on time period from 9/30/22-9/30/23 (Source Forbes.com). 2023 Forbes Top Woman Wealth Advisors: Awarded 2023; Data compiled by SHOOK Research, LLC based on the time period from 9/30/21-9/30/22 (Source Forbes.com). 2022 Forbes Top Woman Wealth Advisors: Awarded 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20-9/30/21 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Top Woman Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research, LLC based on time period from 3/31/22-3/31/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research, LLC based on the time period from 9/31/21-9/31/22 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research, LLC based on time period from 6/30/22-6/30/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22 (Source Forbes.com). 2022 Forbes Best-in-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21 (Source Forbes.com). 2021 Forbes Best-in-State Wealth Advisors: Awarded April 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
*The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.