2024 Forbes Best In State Wealth Advisors award, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. To receive the award, a wealth manager must meet 4 quantitative and 8 qualitative criteria associated with wealth advisors who provide quality services to their clients. 23,876 wealth managers were considered for the award. 8,507 were recognized. Wealth advisors do not pay a fee to be considered or placed on the final list of 2024 Forbes Best In State Wealth Advisors. The Forbes/SHOOK Best In State Wealth Advisors award is not indicative of the wealth advisor’s future performance.  For more information, click here.  For more information about the methodology, click here.

2021 - 2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in September 2023 based on data gathered within 12 months preceding the issue date. 2,286 advisors were considered, 97 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

2024 Women’s Choice Award, researched and managed by WomenCertified Inc., a wealth manager must meet objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 32 wealth managers in the Phoenix area were considered for the award. 27 were selected. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 award winners. The 2024 Women’s Choice Award is not indicative of the wealth manager's future performance. For more information click here