Recognized by:
The Washington Post
as a Greater Washington DC Region Five Star Wealth Manager (2012, 2015, 2016, 2017)
The Financial Times
as one of the country's Top 401 Retirement Plan Advisors (2015, 2016)
Private Wealth Magazine
as a member of their Inaugural All-Star Research Team (2012)
Washington Business Journal
as one of Washington's Premier Wealth Advisors (2012, 2013, 2014)
NABCAP
as one of the Top Wealth Managers in the Washington, DC Metropolitan Region (2012, 2013, 2014)
SmartCEO Magazine
Money Manager Award Recipient Finalist, Washington, D.C. Metropolitan Region
(2015)
Consumers' Research Council of America
as one of America's Top Financial Planners (2012, 2013, 2014)
DC Magazine
as a Five Star Wealth Manager, Washington, D.C. Metropolitan Region (2012)
SmartCEO Magazine
Top Wealth Manager, Washington, D.C. Metropolitan Region
(2012)
Financial Advisor Magazine
as an All-Star Research Manager (2012)