Congratulations to Our Clients who made the Forbes list of Best-In-State Financial Security Professionals for 2023!
We are excited to congratulate our clients who were just named by Forbes as Best-In-State Financial Security Professionals for 2023! This is an incredible achievement, and we’re honored to work with advisors who aim for excellence in everything they do. This year, 217 of our clients were named to this prestigious list, and we’d like to wish each of them a very heartfelt “Congratulations!”
- Adam Herzing
- Adam Waitzman
- Al Waldrop
- Alec Shunk
- Alison Flaum
- Alison Longstreet
- Andrea Burckhard
- Andrew Doran
- Andrew Martin
- Andrew Snyder
- Angie Shay
- Anthony Miller
- Ashish Tomar
- Aubrey J. Rosser III
- Austin Mitchell
- Barrett Ethington
- Barry Fies
- Barry Finkelstein
- Ben Voigt
- BG Groff IV
- Braden Draggoo
- Bradley Baune
- Bradley Burton
- Brenda Brink
- Brendan E. McCarthy
- Brent Shunk
- Brett Bissell
- Brian Duggan
- Brian Keane
- Broderick Young
- Bruce Cumby
- Bryan Beauchamp
- Caleb Harty
- Carey Sullivan
- Carla Jagodzinski
- Chad Baker
- Chad Courtois
- Chad Smith
- Christie Mueller
- Christopher Battersby
- Christopher Fugman
- Christopher Riebling
- Chuck Andrews
- Cole Caruthers
- Connor Hall
- Curt Eskew
- Dan Nichols
- Daniel Chang
- Daniel Finn
- Daniel Gould
- Darinka Lora-Stepan
- Darren Trautmann
- Darryl Hudspeth
- Daryl Ellis
- Dave Burnett
- Dave Klein
- Dave Parkes
- David Bernard
- David Eddy
- David McGuire
- David Milonas
- David Podell
- Dharmesh Goel
- Donald Lippencott
- Donna Elison
- Doug Lambert
- Ed McGill
- Elaine Eisner
- Erick Barone
- Erik Gomez
- Evan Smith
- Evelin Freytas