Awards & Accolades

We are proud to share that Forbes/Shook Research recognized our team as the #3 Best-In-State Wealth Management Team in Iowa, and the top-ranked team in Eastern Iowa. We were honored to received this recognition.

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.

Our team was featured in Livability magazine, which highlights communities, local businesses, and unique stories that make small and mid-sized cities great places to live and work.