Awards & Accolades

We're proud to be recognized by clients, industry peers and the media for our excellence.

Awards and Accolades are not indicative of future performance and may not be representative of any one client’s experience. Learn more about our team's qualifications on our credentials page.

2025

2025 Forbes Best-in-State Wealth Advisors - Kelly Crane - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Dan Gensler - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Mindy Ying - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Debbie Pursey - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Sarah Keys - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Paul Papapostolou - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Mike Scroggins - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Tammy Mogilski - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Evan Quinn - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Todd Diven - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Nate Hanft - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Ryan McKeown - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Nicole Webb - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Mark Williamson - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Peter Hoglund - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Alex Vaccarella - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Chris Mattern - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - William Cafero - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Kris Carroll - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Michael Sadoff - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Bryan Sadoff - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Vince Cimino - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 Forbes Best-in-State Wealth Advisors - Dan Hyland - Awarded 4/23/25 for the period 6/30/23-6/30/24.
2025 USA Today's Best Financial Advisory Firms - Awarded 4/23/25 for the period of 9/30/24-9/30/25.
2025 Comparison Adviser's List of Top 10 Financial Advisor Firms in the U.S. - Awarded 3/17/2025 for the ranking year 2025.
2025 Barron's Top 1,200 Financial Advisors Best-In-State - Bryan Sadoff - Awarded 3/10/25 for the period of 9/30/23-9/30/24.
2025 Barron's Top 1,200 Financial Advisors Best-In-State - Michael Sadoff - Awarded 3/10/25 for the period of 9/30/23-9/30/24.
2025 Barron's Top 1,200 Financial Advisors Best-In-State - Vince Cimino - Awarded 3/10/25 for the period of 9/30/23-9/30/24.
2025 Barron's Top 1,200 Financial Advisors Best-In-State - Kris Carroll - Awarded 3/10/25 for the period of 9/30/23-9/30/24.
2025 Barron's Top 1,200 Financial Advisors Best-In-State - John Patterson - Awarded 3/10/25 for the period of 9/30/23-9/30/24.
2025 Barron's Top 1,200 Financial Advisors Best-In-State - Shad Ketcher - Awarded 3/10/25 for the period of 9/30/23-9/30/24.
2025 Barron's Top 1,200 Financial Advisors Best-In-State - Victor Levy - Awarded 3/10/25 for the period of 9/30/23-9/30/24.
2025 Forbes Top Women Wealth Advisors Best-In-State - Debbie Pursey - Awarded on 2/11/25 for the time period of 9/30/23 to 9/30/24.
2025 Forbes Top Women Wealth Advisors Best-In-State - Tammy Mogilski - Awarded on 2/11/25 for the time period of 9/30/23 to 9/30/24.
2025 Forbes Top Women Wealth Advisors Best-In-State - Nicole Webb - Awarded on 2/11/25 for the time period of 9/30/23 to 9/30/24.
2025 Forbes Top Women Wealth Advisors Best-In-State - Jennie Boland - Awarded on 2/11/25 for the time period of 9/30/23 to 9/30/24.
2025 Forbes Top Women Wealth Advisors Best-In-State - Maura Mallaney - Awarded on 2/11/25 for the time period of 9/30/23 to 9/30/24.
2025 Texas Exes Longhorn 100 Ranking - DeShane-Fitzgerald Team - Awarded 1/27/2025 for the ranking year 2025.

2024

2024 AdvisorHub “Advisors to Watch” - Peter Hoglund - Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022.
2024 AdvisorHub "Advisors to Watch" - Brian Kuhn - Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022.
2024 AdvisorHub "Advisors to Watch" - Lane Marmon - Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022.
2024 Five Star Wealth Managers (Minnesota) - Awarded 12/01/23 for the period of 3/13/23 - 09/29/23.
2024 Five Star Wealth Managers (New Jersey) - Awarded 12/01/23 for the period of 3/13/23 - 09/20/23.
2024 Five Star Wealth Managers (Los Angeles) - Awarded 12/01/23 for the period of 2/13/23 - 8/31/23.
2024 Five Star Wealth Managers (San Diego) - Awarded 12/01/23 for the period of 2/13/23 - 08/31/23.
2024 Forbes Top Women Wealth Advisors Best-In-State - Mindy Ying - Awarded on 2/8/2024 for the time period of 9/30/22 to 9/30/23.
2024 Forbes Top Women Wealth Advisors Best-In-State - Nicole Webb - Awarded on 2/8/2024 for the time period of 9/30/22 to 9/30/23.
2024 Forbes Top Women Wealth Advisors Best-In-State - Debbie Pursey - Awarded on 2/8/2024 for the time period of 9/30/22 to 9/30/23.
2024 Forbes Top Women Wealth Advisors Best-In-State - Sarah Keys - Awarded on 2/8/2024 for the time period of 9/30/22 to 9/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Vince Cimino - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Tom Moyer - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Nicole Webb - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Debbie Pursey - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - John Patterson - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Kelly Crane - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Kelly Graves - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Kris Carroll - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Mark Cortazzo - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Michael Sadoff - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Nate Hanft - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Mike Scroggins - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Mike Bohmer - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Peter Hoglund - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Peter Hoover - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Sarah Keys - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Todd Diven - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Bryan Sadoff - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Dan Gensler - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
2024 Forbes List of Best-in-State Wealth Advisors - Dan Hyland - Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.

2023

Barron's - 2023 Top 100 RIA Firms (#5) - Awarded 9/15/23 for the period 6/30/22-6/30/23.
Forbes 2023 Top RIA Firms in America - Awarded 10/10/2023 for the period of 3/31/22 - 3/31/23.
Minneapolis/St. Paul Business Journal CFO of the Year 2023 - Kelly Windorski - Awarded on 11/16/2023 for the year 2023.
Financial Advisor Magazine - 2023 RIA Rankings (#8) - Awarded 7/15/22 for the period of 12/31/20 - 12/31/21.
AdvisorHub's Advisor To Watch List - Peter Hoglund - Awarded 6/1/2023 for the period of 12/31/2022 - 12/31/2021.
Forbes Top Financial Security Professionals - Mark Cortazzo - Awarded on 7/26/2023 for the time period of 12/31/21 - 12/31/22.
Forbes Top Next-Gen Wealth Advisors Best-In-State - Nicole Webb - Awarded 8/8/2023 for the time period of 12/31/21 - 12/31/22
Forbes Top Next-Gen Wealth Advisors Best-In-State - Patrick Bobbins - Awarded 8/8/2023 for the time period of 12/31/21 - 12/31/22
Forbes Top Next-Gen Wealth Advisors Best-In-State - Nate Hanft - Awarded 8/8/2023 for the time period of 12/31/21 - 12/31/22
Forbes Best-In-State Wealth Advisors - Bryan Sadoff - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - Dan Gensler - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - Jeff Bates - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - John Patterson - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - Kelly Crane - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - Kelly Graves - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - Kris Carroll - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - Michael Sadoff - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - Michael Scroggins - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - Mike Bohmer - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Forbes Best-In-State Wealth Advisors - Pete Hoover - Awarded 4/4/2023 for the period 6/30/2021 - 6/30/22.
Barron's Top 1,200 Financial Advisors - Jeff Bates - Awarded 3/13/23 for the period of 9/30/21 - 9/30/22
Barron's Top 1,200 Financial Advisors - Vince Cimino - Awarded 3/13/23 for the period of 9/30/21 - 9/30/22
Barron's Top 1,200 Financial Advisors - Mark Cortazzo - Awarded 3/13/23 for the period of 9/30/21 - 9/30/22
Barron's Top 1,200 Financial Advisors - Kelly Graves - Awarded 3/13/23 for the period of 9/30/21 - 9/30/22
Barron's Top 1,200 Financial Advisors - John Patterson - Awarded 3/13/23 for the period of 9/30/21 - 9/30/22
Barron's Top 1,200 Financial Advisors - Bryan Sadoff - Awarded 3/13/23 for the period of 9/30/21 - 9/30/22
Barron's Top 1,200 Financial Advisors - Michael Sadoff - Awarded 3/13/23 for the period of 9/30/21 - 9/30/22
Barron's Top 1,200 Financial Advisors - Bill Sukup - Awarded 3/13/23 for the period of 9/30/21 - 9/30/22
2023 Five Star Wealth Managers (Minnesota) - Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.
2023 Five Star Wealth Managers (New Jersey) - Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.
2023 Five Star Wealth Managers (Los Angeles) - Awarded 12/01/22 for the period of 3/28/22 - 9/23/22.
2023 Five Star Wealth Managers (San Diego) - Awarded 12/01/22 for the period of 3/21/22 - 9/16/22.
2023 Five Star Wealth Managers (Maryland) - Awarded 1/01/23 for the period of 4/18/22 - 10/21/22.
2023 Five Star Wealth Managers (Pittsburgh) - Awarded 10/17/22 for the period of 6/01/23 - 5/31/24.
2023 Five Star Wealth Managers (Milwaukee) - Awarded 06/01/2023 for the time period 09/12/22 through 3/31/23.
2023 Five Star Wealth Managers (Houston) - Awarded on 07/01/2023 for the time period of 10/10/2022 through 05/05/2023.
2023 Five Star Wealth Managers (Charlotte) - Awarded on 8/1/23 for the time period 10/10/22 through 5/05/23.
2023 Five Star Wealth Managers (Atlanta) - Awarded on 9/1/23 for the time period of 11/14/22 through 5/31/23
2023 Five Star Wealth Managers (Chicago) - Awarded on 10/1/23 for the time period 1/9/23 through 7/31/23.
2023 Five Star Wealth Managers (Connecticut) - Awarded on 11/1/23 for the time period 2/13/23 through 8/31/23.
2023 Five Star Wealth Managers (Philadelphia) - Awarded on 11/01/2023 for the time period 02/13/2023 through 08/31/2023.

2022

Barron's - 2022 Top 100 RIA Firms (#6) - Awarded 9/19/22 for the period of 6/30/21 - 6/30/22.
RIA Channel - Top 50 Wealth Managers by Growth in Assets (#1) - Awarded 5/03/22 for the period of 3/31/21 - 3/31/22.
Financial Advisor Magazine - Top 50 Fastest-Growing Firms (#1) - Awarded 7/15/22 for the period of 12/31/20 - 12/31/21.
Financial Advisor Magazine - 2022 RIA Rankings (#9) - Awarded 7/15/22 for the period of 12/31/20 - 12/31/21.
ThinkAdvisor LUMINARIES Class of 2022 - Awarded 6/16/22 for the period of May 2021 through April 2022.
Forbes - 2022 America’s Top RIA Firms - Awarded 10/25/22 for the period of 12/31/20 - 12/31/21.
Barron's Top 1,200 Financial Advisors - Awarded 3/11/22 for the period of 9/30/20 - 9/30/21.
Barron's Top 1,200 Financial Advisors - Bill Sukup
Barron's Top 1,200 Financial Advisors - Vince Cimino
Barron's Top 1,200 Financial Advisors - Kelly Graves
Barron's Top 1,200 Financial Advisors - Mark Cortazzo
Barron's Top 1,200 Financial Advisors - John Patterson
Forbes Best-In-State Wealth Advisors - Awarded 4/07/22 for the period of 6/30/20 - 6/30/21.
Forbes Best-In-State Wealth Advisors - Mark Cortazzo
Forbes Best-In-State Wealth Advisors - Kristopher Carroll
Forbes Best-In-State Wealth Advisors - Kelly Graves
Forbes Best-In-State Wealth Advisors - John Patterson
Forbes Best-In-State Wealth Advisors - Peter K. Hoover
Forbes Best-In-State Wealth Advisors - Dan Gensler
Forbes Top Financial Security Professionals - Mark Cortazzo - Awarded 7/28/22 for the period of 12/31/20 - 12/31/21.
2022 Five Star Wealth Managers (Minnesota) - Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.
2022 Five Star Wealth Managers (New Jersey) - Awarded 12/01/21 for the period of 4/12/21 - 10/15/21.
2022 Five Star Wealth Managers (Los Angeles) - Awarded 12/01/21 for the period of 3/29/21 - 10/01/21.
2022 Five Star Wealth Managers (Maryland) - Awarded 1/01/22 for the period of 5/10/21 - 11/12/21.
2022 Five Star Wealth Managers (Pittsburgh) - Awarded 6/01/22 for the period of 9/27/21 - 3/25/22.
2022 Five Star Wealth Managers (Houston) - Awarded 7/01/22 for the period of 9/20/21 - 4/08/22.
2022 Five Star Wealth Managers (Charlotte) - Awarded 8/01/22 for the period of 10/11/21 - 4/22/22.
2022 Five Star Wealth Managers (Atlanta) - Awarded 9/01/22 for the period of 12/13/21 - 6/10/22.
2022 Five Star Wealth Managers (Chicago) - Awarded 10/01/22 for the period of 1/24/22 - 7/29/22.
2022 Five Star Wealth Managers (Connecticut) - Awarded 11/01/22 for the period of 2/28/22 - 9/02/22.
2022 Five Star Wealth Managers (Philadelphia) - Awarded 11/01/22 for the period of 2/21/22 - 8/19/22.

2021

Barron's Top 100 RIA Firms (#9) - Awarded 9/20/21 for the period of 6/30/20 - 6/30/21.
Financial Advisor Magazine - 2021 RIA Rankings Top 25 - Awarded 7/16/21 for the period of 12/31/19 - 12/31/20.
Financial Advisor Magazine - Top 50 Fastest-Growing RIAs - Awarded 7/16/21 for the period of 12/31/19 - 12/31/20.
Barron's Top 1,200 Financial Advisors of 2021 - Bill Sukup - Awarded 3/12/21 for the period of 9/30/19 - 9/30/20.
Barron's Top 1,200 Financial Advisors of 2021 - Vince Cimino - Awarded 3/12/21 for the period of 9/30/19 - 9/30/20.
Forbes Top 250 Wealth Advisors - Mark Cortazzo - Awarded 10/19/21 for the period of 12/31/19 - 12/31/20.
Forbes Top Financial Security Professionals - Mark Cortazzo - Awarded 10/19/21 for the period of 12/31/19 - 12/31/20.
2021 Five Star Wealth Managers (New Jersey) - Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.
2021 Five Star Wealth Managers (Minnesota) - Awarded 12/01/20 for the period of 3/30/20 - 10/23/20.
2021 Five Star Wealth Managers (Maryland) - Awarded 1/01/21 for the period of 4/27/20 - 10/30/20.
2021 Five Star Wealth Managers (Pittsburgh) - Awarded 6/01/21 for the period of 9/07/20 - 4/23/21.
2021 Five Star Wealth Managers (Houston) - Awarded 7/01/21 for the period of 9/14/20 - 4/30/21.
2021 Five Star Wealth Managers (Atlanta) - Awarded 9/01/21 for the period of 11/30/20 - 6/25/21.
2021 Five Star Wealth Managers (Chicago) - Awarded 10/01/21 for the period of 12/28/20 - 8/06/21.
2021 Five Star Wealth Managers (Connecticut) - Awarded 11/01/21 for the period of 2/15/21 - 11/01/21.

2020

Barron's Top 100 RIA Firms (#11) - Awarded 9/11/20 for the period of 6/30/19 - 6/30/20.
Financial Advisor Magazine - 2020 RIA Rankings Top 25 - Awarded 8/01/20 for the period of 12/31/18 - 12/31/19.
Financial Advisor Magazine - Top 50 Fastest-Growing RIAs - Awarded 8/01/20 for the period of 12/31/18 - 12/31/19.
Financial Times Top 300 Registered Investment Advisors - Awarded 7/30/20 for the period of 12/31/18 - 12/31/19.
RIA Channel - America's Top 100 Wealth Managers - Awarded 7/28/20 for the period of 6/30/19 - 6/30/20.
2020 Five Star Wealth Managers (Minnesota) - Awarded 12/01/19 for the period of 3/01/19 - 10/25/19.
2020 Five Star Wealth Managers (Baltimore) - Awarded 1/01/20 for the period of 4/01/19 - 11/13/19.
2020 Five Star Wealth Managers (New Jersey) - Awarded 12/01/19 for the period of 3/01/19 - 10/16/19.
2020 Five Star Wealth Managers (Pittsburgh) - Awarded 6/01/20 for the period of 9/16/19 - 4/10/20.
2020 Five Star Wealth Managers (Houston) - Awarded 7/01/20 for the period of 9/30/19 - 4/17/20.
2020 Five Star Wealth Managers (Atlanta) - Awarded 9/01/20 for the period of 12/23/19 - 7/10/20.
2020 Five Star Wealth Managers (Chicago) - Awarded 10/01/20 for the period of 1/06/20 - 8/07/20.
2020 Five Star Wealth Managers (Connecticut) - Awarded 11/01/20 for the period of 8/01/20 - 11/01/20.
Minneapolis/St. Paul Business Journal - Twin Cities Largest Wealth Management Firms - Awarded 1/31/20 for the period of 11/15/18 - 11/15/19.
Barron's Top 1,200 Financial Advisors - Vince Cimino - Awarded 3/13/20 for the period of 9/30/18 - 9/30/19.
Barron's Top 1,200 Financial Advisors - Bill Sukup - Awarded 3/13/20 for the period of 9/30/18 - 9/30/19.

2019

2019 Five Star Wealth Managers (Illinois) - Awarded 10/01/19 for the period of 1/07/19 - 8/09/19.
2019 Five Star Wealth Managers (Connecticut) - Awarded 11/01/19 for the period of 2/18/19 - 11/01/19.
2019 Barron's Top 50 RIA Firms - Awarded 9/13/19 for the period of 6/30/18 - 6/30/19.
2019 Financial Times Top 300 Registered Investment Advisors - Awarded 6/27/19 for the period of 12/31/17 - 12/31/18.
Barron's Top 1,200 Financial Advisors of 2019 - Vince Cimino - Awarded 3/08/19 for the period of 9/30/17 - 9/30/18.
Barron's Top 1,200 Financial Advisors of 2019 - Bill Sukup - Awarded 3/08/19 for the period of 9/30/17 - 9/30/18.
2019 Five Star Wealth Managers (Texas) - Awarded 7/01/19 for the period of 10/15/18 - 4/26/19.
2019 Five Star Wealth Managers (Minnesota) - Awarded 12/01/18 for the period of 3/23/18 - 10/23/18.
2019 BestPrep Humanitarian of the Year

2018

2018 Five Star Wealth Managers (Illinois) - Awarded 10/01/18 for the period of 1/12/18 - 8/17/18.
2018 Five Star Wealth Managers (Connecticut) - Awarded 11/01/18 for the period of 2/15/18 - 11/01/18.
2018 Five Star Wealth Managers (Minnesota) - Awarded 12/01/18 for the period of 3/23/18 - 10/23/18.
Barron's Top 1,200 Financial Advisors of 2018 - Awarded 3/10/18 for the period of 9/30/16 - 9/30/17.

2017

2017 Five Star Wealth Managers (Connecticut) - Awarded 11/01/17 for the period of 2/15/17 - 11/01/17.
2017 Five Star Wealth Managers (Illinois) - Awarded 10/01/17 for the period of 12/16/16 - 8/03/17.
Financial Advisor’s List of 2017 RIA Survey and Ranking - Awarded 7/05/17 for the period of 12/31/15 - 12/31/16.
2017 Five Star Wealth Manager (Texas) - Awarded 7/01/17 for the period of 10/24/16 - 5/24/17.
Barron's Top 1,200 Financial Advisors of 2017 - Awarded 3/06/17 for the period of 9/30/15 - 9/30/16.
2017 Five Star Wealth Managers (Minnesota) - Awarded 11/01/16 for the period of 2/25/16 - 10/14/16.

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