Forbes Best-in-State Women Wealth Advisors, 2023-2025

2023-2025 Forbes Best-in-State Top Women Wealth Advisors, created by SHOOK Research. Presented in 02/2025; based on data gathered from 09/2023-09/2024. Not indicative of advisor’s future performance. Your experience may vary. 

Forbes Best-in-State Wealth Advisors, 2022-2024

2022-2024 Forbes Best-in-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. 

Waterloo-Cedar Falls Courier 20 Under 40 Award, 2019

2019 Waterloo Courier 20 Under 40 Award, created by Waterloo Courier. This award is based on leadership and professional excellence, as well as demonstrating a commitment to serving and strengthening the community, and making a meaningful impact through achievements, service and influence and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.