Honors & Awards

2017 – Barron’s Top 1200 Financial Advisors
2016 – Barron’s Top 1200 Financial Advisors
2015 – Barron’s Top 1200 Financial Advisors
2009 – Barron’s Top 1000 Financial Advisors

The Barron’s Top Financial Advisor awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Portland Award Program
2013 – Portland Award Program Best of Portland for Wealth Management

Award based on business leadership in environmental, economic and social sustainability.

naifa
1987-2001 – National Association of Insurance and Financial Advisors Quality Award
2000 – Oregon Association of Insurance and Financial Advisors: Sr. Agent of the Year
1987 – Oregon Association of Insurance and Financial Advisors: Agent of the Year

Awards based on assets under management, policy persistency, production, citizenship, and community activity.

Portland Business Journal
2012 – Portland Business Journal Premiere Wealth Advisor
2008 – #2 on Portland Top Wealth Advisors

This award is based on assets managed, revenues, experience levels, acceptable compliance records and more.

Rep
2008 – Registered Rep Magazine Top 100 Independent Advisors in America
2009 – Registered Rep Magazine Top 100 Independent Advisors in America

This ranking is based on assets under management.

Research Magazine Winners Circle
2006 – Top U.S. Advisors in America by Research Magazine Winner’s Circle

This award is based on assets under management.

Mutual Funds Magazine
2002 – Mutual Funds Magazine Coast to Coast 100 Trusted Advisors
2001 – Mutual Funds Magazine Top 100 Financial Planner Nationwide

Awards are based on nationwide polling, account minimums, areas of specialization, and methods of compensation.

MDRT
2000 – “Top of the Table” Million Dollar Round Table; Lifetime and Qualifying Member
LPL
2015, 2016 – LPL’s Executive Council
2006 – 2014 – LPL’s Chairman’s Council; Awarded to Top 2% of 13,100 Advisors
2002 – 2005 – LPL’s Chairman’s Club; Awarded to Top 6% of 6,000 Advisors

Award based on annual production of all registered advisors supported by LPL Financial.