This recognition reflects not only their dedication, but the incredible clients who continue to place their trust in us. We’re grateful to serve you every day!
Elizabeth Evans: Forbes Best-In-State Wealth Advisors (2019, 2021, 2022, 2023, 2024, 2025, 2026), created by SHOOK Research. Most recently presented April 2026 based on data gathered from 6/30/24-6/30/25. A licensing fee was paid for use of the Forbes award logo. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
Brooke May: Forbes Best-In-State Wealth Advisors (2018, 2019, 2022, 2023, 2024, 2025, 2026), created by SHOOK Research. Most recently presented April 2026 based on data gathered from 6/30/24–6/30/25. A licensing fee was paid for use of the Forbes award logo. No fee was paid to be included in the ranking. Rankings are not indicative of future performance.
