• Forbes’ Best-in-State Wealth Advisors – 2024
• Forbes’ Best-in-State Wealth Advisors – 2023
  
  

• AdvisorHub’s Advisors to Watch – 2024
• AdvisorHub’s Advisors to Watch – 2023
• AdvisorHub’s Advisors to Watch – 2022

Saks Wealth Management Group Team Awards

• Forbes’ Best-in-State Wealth Management Team – 2025

Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and are selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.