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Team Accolades

2026 Forbes Best-In-State Wealth Management Team

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.

Congratulations to June Brown on her recent recognitions. 

FORBES Best In-State Wealth Advisor

Recently recognized by Shook Research as a 2026 FORBES Best-In-State Wealth Advisor.

Published 4/7/26, rankings based on data as of 6/30/25

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FORBES Top Women Wealth Advisor

Recently recognized by Shook Research as a 2026 FORBES Top Women Wealth Advisor Best-In-State.

2026 FORBES America's Top Women Wealth Advisors Best-In State. Published 2/4/26, rankings based on data as of 6/30/25

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In Business Magazine 40 under 40 Recipient

In Business Magazine Class of 2022 40 under 40 recipient

Published 3/9/22, selections based on data as of 12/31/2021

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Financial Planning Top 40 Regional Broker under 40

Recognized  in 2022 by Financial Planning as a Top 40 Regional Broker Under 40

Published 2/1/22, selections based on data as of 12/31/2021

Congratulations to Tyler Schroeder on his recent recognitions. 

FORBES Best In-State Next-Gen Wealth Advisors

Recently recognized by Shook Research as a 2026 FORBES Best-In-State NextGen Wealth Advisor.

Published 8/11/26, rankings based on data as of 3/31/26