Forbes’ Top Next-Gen Wealth Advisors, September 21, 2021, July 22, 2020, July 25, 2018, and July 25, 2017, each based on the 12-month period ending March 31 of the year in which published, and Forbes’ Best-In-State Wealth Advisors, April 7, 2022, February 11, 2021, and February 15, 2018, each based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Associate Vice President/Investments
Client Service Associate
Registered Client Service Associate