Connecting with your Millennial Children

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Forbes Best-in-State Wealth Advisor: Awarded to Paul West, Jason Juhl, and Michael David (2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years&apos experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 34,925 nominations received, based on thresholds – 19,640 invited to complete online survey – 14,476 telephone interviews – 2,657 in-person interviews at Advisor&aposs location, and 1,311 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

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