2025 FORBES BEST-IN-STATE WEALTH ADVISORS
2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47
This listee badge is provided by Marquis Who'sWho. It is not specific to financial or tax services and does not imply an endorsement, recommendation, or reflect the performance of any CPA.
2025 FORBES BEST-IN-STATE WEALTH MANAGEMENT TEAMS
Created by SHOOK Research. Presented in Jan 2025 based on data from March 2023 to March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3s5r8z87
Created by In Business Magazine. This recognition honors top financial professionals for their role in the growth, vitality, and future of their organizations. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of any advisor. For more information, visit https://www.ibmadison.com/in-business-madison/2024-cfo-ofthe-year-fabulous-financials/article_d6ad2b62-5bd8-11ef-8223-67256c342114.html
2024 INTUIT QUICKBOOKS LEVEL 1 CERTIFIED
This certification is provided by Intuit to individuals who have demonstrated basic proficiency in QuickBooks software. It is not specific to financial or tax services and does not imply an endorsement, recommendation, or reflect the performance of any CPA.
Created by Greater Madison In Business Magazine, this award (presented on January 18, 2024) is based on leadership, innovation and company success. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.
Visit https://www.ibmadison.com/executive-of-the-year/ for more information.
2021 FORBES TOP NEXT-GEN WEALTH ADVISOR
Presented in Sept 2021 based on data gathered from March 2020 to March 2021. 3,389 Advisors were considered, 500 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
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.
2019 FORBES TOP NEXT-GEN WEALTH ADVISOR,
Created by SHOOK Research. Presented in June 2019 based on data gathered from March 2018 to March 2019. 6,389 Advisors were considered, 1,495 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
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.
2020 INVESTMENT NEWS 40 UNDER 40,
Created by Investment News. Presented in June 2020, based on data gathered in February 2020. 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2005, 2020 INBUSINESS 40 UNDER 40,
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. This is not specific to financial services and does not imply endorsement, recommendation, or otherwise reflect the performance of the advisor.
2016, 2017 TOP 4 UNDER 40 AWARD
This recognition is awarded to professionals based on their success in practice, continuing education, industry and community involvement under the age of 40 and is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor.
MILLION DOLLAR ROUND TABLE (18 YEARS)
Founded in 1927, the Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. It is presented based on commissions, premiums, or fees generated within the previous year. Not indicative of future performance.
NAPA CERTIFIED PLAN FIDUCIARY ADVISOR
The CPFA credential demonstrates expertise and commitment in managing retirement plans and fiduciary 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.
