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WHOM DO YOU TRUST - FOR INVESTMENT, TRUST, ESTATE AND RETIREMENT PLANNING SERVICES?
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2009 “Integrity, Superior Skills, and Client Care” - The Wealth Factor
2008 “Expertise, Dedication and Enthusiasm" - Worth Magazine
2007 "Consistency and Integrity" - Worth Magazine
2006 “Standard of Excellence” - Robb Report Worth
2005 “Leading Financial Planners” - Wealth Strategies for Executives
2004 “Most Exclusive Wealth Advisors” - Robb Report Worth
2003 “Top Money Minds” - Tips from the Top
2002 “Top Professional Advisors” - JK Lasser’s Estate and Tax Planning
2001 “Know How” - Forbes 2001 Investment Guide
2000 “Top Planner” - The Tennessean
1999 “Most Innovative Investment Professionals” - Ticker Magazine
1998 “Top Billing” - Dow Jones Investment Advisor
RECENT ARTICLES
Top 250 Wealth Advisors 2008 Press Release
Worth's Top 100 - 2007
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Partners in Trust
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