Forbes Best-In-State Wealth Management Teams (1/2025), data as of 3/31/24. Forbes "Best-in-State Wealth Advisors" list (April 2023), based upon data as of 6/30/2022. Forbes Best-in-State Top Financial Security Professionals list (July 2024, July 2023, July 2022), based upon data as of December 31st of the preceding year.  Research and ranking provided by SHOOK Research.  Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success. 

L.A. Business Journal - 2022, 2023, 2024 Leaders of Influence: Wealth Managers. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community. No compensation is provided to be eligible.