2020-2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2023 based on data gathered from 9/30/21 to 9/30/22. 22,106 advisors were considered, 1697 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2020-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2022 Power 30 List in Banking & Finance, created by Rochester Business Journal. Presented in Oct 2022, based on data from the preceding 12 months. Approximately 100 individuals were considered, 30 were recognized. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit Rochester Business Journal.
Rochester Business Journal Forty Under 40 Award, created by Rochester Business Journal. This award is based on outstanding professional accomplishments, civic involvement, letters of reference, and impact of achievement before age 40. and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. For more information, visit Rochester Business Journal.