Forbes announces their Best-In-State Wealth Advisors for 2021. Congratulations to Partner, Tom Kirk, and CEO, Margaret Dechant, for being chosen from over 32,000 nominations. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data.
Thank you Tom and Margaret for your dedication to the client experience and representing our firm with excellence. Read the full article here.