07/01/2026
I'm so grateful to be named to AdvisorHub's 400 Advisors to Watch list for 2026 at #114.
I got into this work to help people make confident decisions about their money and their future. Seeing that effort recognized means a lot, but the clients I get to serve every day mean more.
Thank you to Savvy, and congratulations to the other advisors honored this year.
These advisors managed under $1 bil in assets and had the best overall combined score for quality of practice, growth and professionalism.