Awards & Recognition
Forbes #5 Top Best-in-State Financial Security Professionals: 2024
Forbes #4 Top Best-in-State Financial Security Professionals: 2023
Forbes #3 Top Best-in-State Financial Security Professionals: 2022
NEXTGEN Financial Services Professional Nominee by The American College: 2019
Guest Speaker for Multiple fortune 500 companies
Main Stage Speaker for multiple state associations and professional organizations
Leaders Club 2011- Current, Executive Club 2019-2024, and Presidential Club Producer 2022
Inner Circle Producer: 2014 - 2022
The Forbes award is not issued or endorsed by Guardian or its subsidiaries. The annual Forbes ranking of Top Best-In-State Top Financial Security Professionals is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. Five Star Wealth Manager awards are not issued or endorsed by the Guardian or its subsidiaries. Please note that the video on this page is for reference only. Although accurate when originally released, they may now contain out-of-date information. They remain solely for historical purposes and are not considered current guidance.