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Top 300 Registered Investment Advisers (2015-2020) Financial Times

2019 Top DC Multi-Office Advisor Team The National Association of Plan Advisors (NAPA)

2019 NAPA Young Guns

2018 Top Advisor by Participant Outcomes
401(k) Specialist

Plan Adviser Top 100 Retirement Plan Advisers 2020

2020 Top 100 Retirement Plan Adviser
PLANADVISER

Leading Wealth Advisor
Worth Magazine
Additional Awards
  • Barron’s 2020 Top Independent Advisors
  • Crain’s 2019 Notable Women in Banking and Finance
  • NAPA Top Women Advisors (2015 & 2017)
  • 2015 Forbes Top 100 Wealth Managers
  • 2020 Best Marketing Campaign, Family Wealth Report

 

Award Disclosures