Awards
- 2026 FORBES America's Top Women Wealth Advisors Best-In-State published on 02/04/26. Rankings based on data as of June 30, 2025.
- 2025 FORBES Top Women Wealth Advisor Best-In-State published on 02/11/25. Rankings based on data as of September 30, 2024.
- 2024 Forbes Best-In-State Wealth Advisors. "Published 4/3/24, rankings based on data as of 6/30/23"
- 2024 FORBES Top Women Wealth Advisors Best-In-State "Recognized by Shook Research as a 2024 FORBES Top Women Wealth Advisor Best-In-State published on 2/8/24. Rankings based on data as of September 30, 2023.
- 2023 FORBES Top Women Wealth Advisors Best-In-State State "Recognition by Forbes/Shook Research. Publication as of February 2, 2023. Rankings as of September 30, 2022."
- 2022 FORBES America’s Top Women Best In State Wealth Advisors "Recognition by Forbes/SHOOK Research. Publication as of February 4, 2022. Rankings as of September 30, 2021.”
- 2018 FORBES America's Top Women Wealth Advisors "Recognition by Forbes/SHOOK Research. Publication as of February 15, 2018. Rankings as of September 30, 2017.”
- 2018 Top Wealth Advisor Moms "Recognition by Working Mother/SHOOK Research. Publication as of October 2, 2018. Rankings as of March 31, 2018.”
- 2017 Top Wealth Advisor Moms Ranked "Recognition by Working Mother/SHOOK Research. Publication as of October 3, 2017. Rankings as of March 31, 2017.”
- 2017 FORBES America's Top Women Wealth Advisors "Recognition by Forbes/SHOOK Research. Publication as of February 28, 2017. Rankings as of June 30, 2016.”
- 2019 Forbes Best-In-State Wealth Advisor "Recognition by Forbes/SHOOK Research. Publication as of February 20, 2019. Rankings as of June 30, 2018.”
- 2019 Forbes America’s Top Women Wealth Advisor List "Recognition by Forbes/SHOOK Research. Publication as of April 30, 2019. Rankings as of September 30, 2018.”
- 2019 Top Wealth Advisor Moms "Recognition by Working Mother/SHOOK Research. Publication as of October 3, 2019. Rankings as of March 31, 2019.”
- 2020 Forbes Best In State Wealth Advisors "Recognition by Forbes/SHOOK Research. Publication as of January 16, 2020. Rankings as of June 30, 2019.”
- 2020 FORBES America’s Top Women Wealth Advisors "Recognition by Forbes/SHOOK Research. Publication as of April 21, 2020. Rankings as of September 30, 2019.”
- 2021 Forbes America's Top Women Wealth Advisors "Recognition by Forbes/SHOOK Research. Publication as of March 24, 2021. Rankings as of September 30, 2020.”
Community Involvement
- Financial Advisor Advisory Council co-chair
- Women's Health and Empowerment Circle Advisory Board founding co-chair
- Hopecam and Neediest Kids supporter and fundraiser