Thank you to the Phoenix Business Journal for the spotlight in the latest issue's 'People on the Move' section!
Here is a link to the article: PHX BJ People on the Move
*Barron's list of top 1200 advisors nationwide: Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.