This wouldn’t be possible without the client families we serve every day. We’re forever grateful and truly humbled to have your support and trust.
Thank you to SHOOK Research for the recognition and all you do for the industry.
Brooke May: Forbes Top Women Wealth Advisors (2018, 2019, 2022, 2023, 2024, 2025, 2026), created by SHOOK Research. Presented in February 2026 based on data gathered from 9/30/24-9/30/25. 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.
Elizabeth Evans: Forbes Top Women Wealth Advisors (2019, 2021, 2022, 2023, 2024, 2025, 2026), created by SHOOK Research. Presented in February 2026 based on data gathered from 9/30/24-9/30/25. 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.
