Our dedication to providing trusted, sound advice through life’s transitions is rooted in our desire to always do what’s best for our clients. Several members of our team have been recognized for their commitment to their clients.

The below individuals have been recognized as one of the associates who received the following awards:

Forbes Best-in-State Wealth Advisor1

James Martin, CFP®
Managing Partner
Senior PIM® Portfolio Manager
2021-2022-2023

Cooper Meeks
Managing Partner
Senior Financial Advisor
2020-2021-2022-2023

Debi Piercy, CFP®
Managing Partner
Senior Financial Advisor
2021-2022-2023

Forbes Top Women Wealth Advisors Best-in-State2

Debi Piercy, CFP®
Managing Partner
Senior Financial Advisor
2022, 2023

 

Platinum Council

James Martin, CFP®
Managing Partner
Senior PIM® Portfolio Manager
2016-2023

Bruce Peterson
 Portfolio Administrator
2017–2021

Andrew Crone, CFP®
Managing Partner
Senior Financial Advisor
2021–2022

Lyle Cogbill
Managing Principal
Senior PIM® Portfolio Manager
2013–2020

Debi Piercy, CFP®
Managing Partner
Senior Financial Advisor
2021-2022

1 The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

2 The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

3 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


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