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                                                                                     Our Accolades

We’re proud of the advice and service we provide our clients and are honored by the third-party recognition we’ve received. These accolades are a testament to the personal commitment we bring to each and every client.

Forbes/SHOOK Research Best-in-State Wealth Advisor, 2021-2026

Forbes/SHOOK Research Best-in-State Wealth Advisor, 2021-2026

John has been recoginzed as a Forbes/SHOOK Research Best-in-State Wealth Advisor for six consecutive years. 1

 

1 Published annually by Forbes/SHOOK Research. Publication as of April 7, 2026; April 8, 2025; April 3, 2024; April 4, 2023: April 7, 2022; February 11, 2021. Rankings based on data as of June 30 of prior year.

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Forbes/SHOOK Research Best-in-State Top Next-Gen Wealth Advisor

Forbes/SHOOK Research Best-in-State Top Next-Gen Wealth Advisor

In 2018 and 2019, John was named one of FORBES/SHOOK America’s Top Next-Gen Advisors. 2

 

2 Published annually by Forbes/SHOOK Research. Publication as of July 24, 2019 and July 25, 2018. Rankings based on data as of March 31 of prior year.

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On Wall Street's Top 40 Advisors under 40

On Wall Street's Top 40 Advisors under 40

In 2020, On Wall Street recognized John as one of forty top advisors under age forty. 3

 

 3 Published by On Wall Street. Published as of January 23, 2020. Rankings based on data as of September 30, 2019.

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Forbes/SHOOK methodology

Forbes/SHOOK methodology

Follow the link below to learn more about the Forbes/SHOOK Research methodology.

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