**Exciting News!**

In order to better serve you, we are pleased to announce the recent recognition and accomplishments of our team members:

  • Patty Otterson has been listed on Forbes America’s Top Women Wealth Advisors Best-in-State.[1] For the third year in a row, Patty has achieved this remarkable feat and it is a testament to her dedication, expertise, and commitment to providing exceptional service. Her skills and deep understanding of the financial markets continue to make a positive impact on the lives of our valued clients.
  • Caleb Cronic earned his CIMA® (Certified Investment Management Analyst) certification through the renowned University of Chicago Booth School of Business. Adding this to his Master’s degree in Public Policy, Caleb’s dedication to mastering investment management strategies empowers our clients to optimize their portfolios and achieve their financial goals.
  • Kristin Vonnes earned her CDFA® (Certified Divorce Financial Analyst) Adding this to her already impressive CFP® (Certified Financial Planner™) certification, Kristin can now help our clients make well-informed decisions through complex financial matters during divorce proceedings, securing their financial futures with confidence.

For any financial queries or advice, feel free to reach out to any member of our exceptional team. Thank you for trusting us with your financial journey!

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

[1] The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/02/2023. Research Summary (As of February, 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-womenadvisors/?sh=7ae191421d11 for more info.