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Awards and industry recognition

  • Forbes

    Top Women Wealth Advisors Best-In-State

    2026, 2025, 2024, 2021

  • Forbes

    Top Wealth Advisors Best-In-State

    2026, 2025, 2024

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Disclosures

Forbes/SHOOK Top Women Wealth Advisors Best-In-State: (02/04/26, data as of 09/30/25); (02/11/25, data as of 09/30/24); (02/08/24, data as of 09/30/23); (03/24/21, data as of 09/30/20). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (08/08/23) Data as of 03/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Forbes/SHOOK Top Wealth Advisors Best-In-State: (04/07/26, data as of 06/30/25); (04/08/25, data as of 06/30/24); (04/03/24, data as of 06/30/23). Ratings may not guarantee future success or results. Fee paid for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures