Our dedicated team of financial professionals is proud to have received recognition over the years from our peers and the community for the service we provide.

presidents club
Congratulations on achieving
membership in the 2011, 2012, 2013, 2014,
2015, and 2016 President's Club.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership

Patrice received the Women of Distinction award at this year's Women's Symposium.**

** This award recognizes successful advisors within the firm who support the professional growth of other advisors and associates, and who are actively involved in their communities.