Awards & Recognition
Randy and Matt are humbled to have been recognized by some of the foremost publications in the financial industry. These awards reflect their continued commitment to putting the needs of clients first.
Nationally Recognized
In 2023 & 2024, Matt was named as a Best-In-State Next-Gen Wealth Advisor for 2024 by Forbes. According to J.D. Power, the average age of financial advisors across the country is 57, with some 20% of the advisors expected to retire in the next 5 years. In the coming years, many experts expect that quality financial advice will be more difficult to find as older advisors retire. We believe there is tremendous value in our multi-generational team committed to providing fiduciary centric counsel and advice.
In 2024, Matt was named by AdvisorHub as one of America’s "250 Advisors To Watch (Under $1B)". Matt ranked #154 on their list.
Randy has been named as a Best-In-State Wealth Advisor in 2024 by Forbes. This is the 6th time that Randy has received this award in the past seven years.
We were honored to be named by Forbes as the #30 Wealth Management Team in Texas - South for 2024. Over 10,000 wealth management teams were nominated, and we consider it a great privilege to be recognized by Forbes.
Randy has been recognized by Barron’s Magazine as one of the nation’s top “1,200 Financial Advisors” on five different occasions (2013-2018).