FORBES FINANCE COUNCIL MEMBER

Forbes Finance Council is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded the Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.

NEXT-GEN BEST-IN-STATE ADVISOR

Forbes Next-Gen Advisors represent the future of wealth management. Advisors are nominated by their firm, and vetted and ranked by SHOOK research.

CERTIFIED FINANCIAL FIDUCIARY

As a Certified Financial Fiduciary, one must agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.

INVESTMENT NEWS 40 UNDER 40 (2020)

40 Under 40 is an annual list that recognizes individuals under 40 who have demonstrated leadership, dedicated time to philanthrophic efforts, and contributed to the financial planning industry.

INBUSINESS 40 UNDER 40 (2020, 2005)

40 Under 40 is an annual recognition of 40 of the most successful and civic-minded young professionals under the age of 40 in the Greater Madison area.

TOP 4 UNDER 40 AWARD 2016 AND 2017

The Forty Under 40 Award honors outstanding professionals age 40 or under who have risen to the top of their industry while also being involved in their communities. Judging is based on the criteria of success in practice, continuing education, industry involvement, and community involvement.**

MILLION DOLLAR ROUND TABLE (18 YEARS)

Founded in 1927, the Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world’s leading life insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.*

NAPA CERTIFIED PLAN FIDUCIARY ADVISOR

The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

 

 

What is CFP®?
CERTIFIED FINANCIAL PLANNER™ certification, administered by the CFP® Board, identifies to the public individual planners who have met rigorous professional standards to adhere to the principles of integrity, objectivity, competence, fairness, and confidentiality when dealing with clients.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a professional association that has met the following criteria; in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT code of ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit www.mdrt.org.

**Working with this advisor is not a guarantee of future financial results.

***Working with this advisor is not a guarantee of future financial results.

The 2019 ranking of Forbes’ Best-In-State Next-Gen Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 6,389 advisors were considered, and 1,495 (23 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research.

InvestmentNews: 2020 40 under 40 List: Nominations were solicited from InvestmentNews readers and financial planning industry professionals. Nominees must be 39 or younger and are judged, by the editors of InvestmentNews, on their accomplishments, industry contributions, leadership, and promise (passion, enthusiasm, and ideas). 1,000 advisors were considered, 4% of candidates were named to the list. Individuals were selected solely based on the subjective opinions of InvestmentNews' editors and are not indicative of the advisor's future performance. Your experience may vary. For more information, please visit https://www.investmentnews.com/awards-and-recognition/40-under-40-2