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AWARDS
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Best Financial Planner

D Magazine

2013-2021

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Top RIA

Financial Advisor Magazine

2016-2019, 2021

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Top Next-gen Advisor

Forbes Magazine

2017-2019

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Best-in-State Wealth Advisor

Forbes Magazine

2018; 2021

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Top Wealth Manager

D Magazine

2016-2018

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Five Star Wealth Manager

Texas Monthly

2013-2019