Forbes Best in State Wealth Advisors 2022

Shook Research is an independent organization that evaluates and recognizes professionals in various industries, including wealth management. Shook Research uses a multi-step process for identifying and selecting candidates, considering various quantitative and qualitative factors. Organizations are considered based on nominations received by Shook Research. The Advisor received this recognition for the 2022 calendar year.

Client Experience: Shook Research evaluates the quality of the client experience, taking into account factors such as client retention, client satisfaction, and the level of personalized service provided.
Industry Experience: The research considers the overall industry experience of the professionals and firms, including their years of experience, professional certifications, and contributions to the field.
Education and Professional Achievements: Shook Research assesses the educational background, professional achievements, and industry leadership of the professionals and firms under consideration.
Compliance Records: The evaluation includes a review of regulatory compliance records to ensure that the recognized professionals and firms have a clean disciplinary history.
Wealth Management Services Offered: The range of wealth management services provided by the professionals and firms are considered, including investment planning, financial advisory services, and wealth preservation strategies.

*There is no compensation exchanged in order to receive this recognition.