Senior Vice President, Financial Advisor
CFP®
Forbes
Forbes Top Women Wealth Advisors Best-In-State (2025)
Awarded 2/11/25 for the time period of 9/30/23 to 9/30/24.
Award recipients
Senior Vice President, Financial Advisor
CDFA®, J.D.
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®, CLU®, ChFC
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Team recipients
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Boland Team
Woodbury, MN
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Cardan Team
Denver, CO
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Legacy Team
Naples, FL Multiple locations
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MACRO Team
Parsippany, NJ
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Walnut Creek Team
Walnut Creek, CA
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Webb Team
Brentwood, TN Multiple locations