In the Press

Named to the 2025-2026 Forbes|SHOOK® Best-in-State Wealth Advisors in Texas

2025, 2026 Forbes|SHOOK® Best-in-State Wealth Advisors in Texas, published 1st trimester each year, research by SHOOK® Research LLC, data as of June of prior year.

Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Kirkus Reviews

“A lively and invaluable guide to selling a successful business and navigating what comes after.”