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AWARDS

Best Financial Planner

D Magazine

2013-2020

Top RIA

Financial Advisor Magazine

2016-2019, 2021

Top Next-gen Advisor

Forbes Magazine

2017-2019

Best-in-State Wealth Advisor

Forbes Magazine

2018; 2021

Top Wealth Manager

D Magazine

2016-2018

Five Star Wealth Manager

Texas Monthly

2013-2019