Knowledge

Recognized as an industry leader:

• Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Credentials

• Wealth Advisor

Credentials

• CERTIFIED FINANCIAL PLANNER®
• Senior Portfolio Manager
• Corporate Stock Benefit Consultant

Credentials

• Wealth Advisor

Recognized as an industry leader:

• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Credentials

• Senior Portfolio Manager

Recognized as an industry leader:

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Credentials

• Corporate Stock Benefit Consultant