We are excited to share some news with you! I have recently been named a 2016 Five Star Financial Professional and will be featured in the Sunday, October 23rd issue of the Washington Post magazine. The Five Star Financial Professional award has a list of criteria that we had to meet. Included in the ten objective eligibility and evaluation criteria are having a favorable regulatory review, meeting strict professional credentialing requirements and a consideration of client retention rates. We are honored to have made such an elite group of advisors and are grateful to our clients and strategic alliances that have helped build our business over the years. If you don’t get the Post or live in the DC area, the link for the announcement/profile that will run on Sunday is available below.
Link: Five Star Award Winner