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Named to the 2023 list of Five Star Wealth Managers
2015-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented on 12/1/22 based on data gathered within 12 months preceding the issue date. 6,606 advisors were considered, 407 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.