The “Next Wave” of Financial Advisors

The gang at included me in their “Next Wave” of financial advisors list this year. So I have that going for me, which is nice 🙂

Seriously, I’m honored to be included. Truth be told, while I am representing the firm, the advice we give is much more of an ensemble story. Between the research informing our portfolio strategy and the hard work of our Certified Financial Planners, who work directly with clients day to day, I would say that it truly “takes a village” to deliver our service.

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Here’s the whole list, nice to see my friends Sophia, James, Hardeep and Mark on there as well:

Next Wave of Financial Advisors (


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