Honors & Recognition
- David Epstein was recognized as a Barron’s Ranked Advisor from 2010 - 2018.
- David was recently recognized as a FORBES Top Advisor in 2018.
- Chris Calvelli was recently recognized as a 2018 Financial Times 400 Top Financial Advisor.
- Chris was named a Barron’s Ranked Advisor in 2012, 2013, 2014, 2015, 2016 & 2018.
- Chris was recently recognized by FORBES as a Best In State Wealth Advisor in 2018 & 2019.
- Andrew was named as one of FORBES Best In State Wealth Advisors for 2019
- Andrew was named as one of FORBES America’s Top Next-Gen Wealth Advisors for 2017 and 2018.
- Andrew was named by On Wall Street magazine as one of the Top 25 Regional Advisors Under 40 for 2017, 2018 and 2019.
- Kathy Beronja has been recognized as a FIVE-STAR Wealth Manager : 2009 through 2019.
- Kathy Beronja was selected by Baird to attend the Barron’s Top Women Advisors Summit: 2011 through 2017