Judy Busbey, Partner, was recognized as one of the Forbes Best-In-State Wealth Advisor in 2023

*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithin is based on the previous year's industry exdperience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment Performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice based soley on the disclosed criteria.

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