Awards & Articles

<p>The 2022 National Association of Plan Advisors&rsquo; Top DC Advisor Teams award was announced March 2023. Data as of 12/31/2022. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor&rsquo;s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

<p>The 2024 National Association of Plan Advisors&rsquo; Top DC Advisor Teams award was announced March 2024. Data as of 12/31/2023. The award recognizes retirement plan advisor teams with at least $100 million in defined contribution assets under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor&rsquo;s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

<p>The 2025 PLANADVISER Top Retirement Plan Advisers list was announced March 2025. Data as of 12/31/24. The award is based on the dollar value of the qualified plan assets under advisement as well as the number of plans under advisement. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor&rsquo;s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.</p>

<p>The 2025 AdvisorHub &ldquo;Advisors to Watch&rdquo; award was announced June 2025. Data as of 12/31/2023 and 12/31/2024 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue and team size. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor&rsquo;s future performance.</p>