Chief Compliance Officer | Director of Business Operations
Our team is committed to excellence –
here’s a list of our recent awards and recognitions.
Executive Council, LPL Financial
InvestmentNews' 40 Under 40 nominations of advisers and associated professionals are evaluated based on accomplishment to date, contribution to the industry, leadership and promise.
Wayne Garrett (2012 - 2020), Brandon Garrett (2016 - 2020), Stephanie Szabo (2018)
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Manager.