Our Awards

Every year D Magazine publishes its best list for Financial Planners and Wealth Managers, voted on by their peers. We were privileged to have been chosen on this list as a Financial Planner from 2010-2016, chosen by our peers. Though we aren’t listed in 2004, it lists out how the award is given here.

2016 Five Star Wealth Manager Award – As featured in Texas monthly, an award recognizing wealth managers who provide quality services to their clients. The methodology for this can be found here.orhere.