Team awards and recognition.
Our industry recognition showcases our dedication to excellence in wealth management, which we believe aligns with our commitment to deliver the outcomes our clients desire.
Forbes “Best-in-State Wealth Management Teams”, 2023-2024
Lee Woodring was named to Forbes “Best-in-State Wealth Advisors” list in 2018-2023.
Source: The Forbes “Best-in-State Wealth Management Teams” list, published annually in January. Rankings based on data as of March 31 of prior year. The Forbes “Best-in-State Wealth Advisors” list, published annually Jan – April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.