The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

The Twin Cities Business “2025 Notable Wealth Managers” recognition was awarded to 10 recipients on 6/18/25 by an editorial panel based on its review of nominee submissions over the prior 18 months.  Recipients were selected based on at least 5+ years industry experience and having shown an ability to effect change in their roles or areas of practice within the Twin Cities.  There was no cost to participate but a fee is paid by recipients if they opt to use the award logo.  This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or a guarantee of future results.

Minneapolis/St. Paul Business Journal Best Places to Work: Award based on honorees in the Extra Small category (10–24 Minnesota employees). Recognitions are determined by Omaha based Quantum Workplace, which evaluates companies across five size categories using employee feedback on leadership, communication, career development opportunities, and inclusion.