Wealth Management Advisor, Senior Vice President
CurrentNamed to the Forbes "Best-in-State Wealth Advisors" List in 2024 & 2023 (*Published annually Jan – Apr. Rankings based on data as of June 30 of prior year), the Forbes "Best-in-State Next Generation Wealth Advisors" List in 2024, 2023, 2022, and 2019 (*Published annually Aug – Sept. Rankings based on data as of March 31 of current year), and to the Forbes.