I am thrilled to announce that I have been honored with the prestigious Five Star Award for consistently meeting the needs of my clients and delivering exceptional service. This recognition was featured in the Sacramento Business Journal last weekend and will also be showcased in the upcoming June/July edition of Fortune magazine. If you are aware of anyone who could benefit from my services, please do not hesitate to refer them to me. Thank you once again for your continued trust and confidence in my work.
This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 05/15/2023 through 11/30/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1,163 Sacramento-area wealth managers were considered for the award; 110 (9% of candidates) were named 2024 Five Star Wealth Managers.
Meet Tux - April 2020
Louisville 140.6 - October 13, 2019
Our Very Own Baird Mascot - July 2019
St. Patrick's Day "Shamrock" Half Marathon - March 17, 2019
Luna's (Kaleigh's dog) First Time in the Snow - February 2019
