Press

2006 Merrill Lynch Manager of the Year

All U.S. offices with 13 or more advisors (based on revenue, assets and headcount growth)

2012 & 2013 Outstanding Client Service

Freedom Club: LPL Financial

2012, 2016 & 2017 San Diego Magazine’s Five Star Award Top Scoring Wealth Managers

(based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors)