I am honored to announce that I have been recognized as one of the 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State. I believe this accolade represents an impressive list of professionals that come to work with one goal on their minds – helping their clients succeed. I am humbled to receive this award and hope you see this recognition as a reflection of my ongoing commitment to always putting my clients' interests first. 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 disclosed criteria.
Congratulations
Congratulations 🍾
Congrats, Steph!!!!
Congrats Steph!
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11moCongratulations!! Well deserved.