Our credentials include:

  • Certified Financial Planner (CFP®)
  • Certified Plan Fiduciary Advisor (CPFA™)
  • Certified Exit Planning Advisor (CEPA)
  • Certified Private Wealth Advisor® (CPWA®)
  • Chartered Retirement Planning Counselor℠ (CRPC®)
  • Chartered Financial Analyst® (CFA®)
  • Doctor of Philosophy (PhD)

Each of these designations provides our team with advanced expertise in wealth management areas that are especially relevant to our clients, whether they’re preparing for the sale or succession of a business, transferring wealth and values to their next generation, navigating their company’s incentive stock plan, or mapping their retirement cash flow.

Our Team


  • Forbes Best-In-State Wealth Advisors (2018 – 2022)
  • Team Member – Best-In-State Wealth Management Teams (2023)

Forbes Best-in-State Advisor Disclosure

Data as of 4/2022. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Forbes-Best-in-State Teams Disclosure

Data as of 3/31/22. Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Top Wealth Management Teams placements or rankings, which are determined independently (see methodology above). Participation in this directory is limited to ranked teams and advisors; once placed on a ranking, teams or advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or team and not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or team for their own situation and perform their own due diligence. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.