Honored to be Named a 2024 Forbes Top Best-in-State Wealth Advisor for Texas

I'm excited to share with you that I have been named a 2024 Forbes Top Best-in-State Wealth Advisor for Texas. You can check out the full list here.

This recognition spotlights advisors across the country who were nominated by their firms – who were then researched, interviewed and evaluated within their respective states. The rigorous research process also included quantitative data such as revenue trends and assets under management as well as factors such as service models, compliance records and industry experience, and focused on those that encompass best practices in each advisor's approach to working with clients. We wish a heartfelt congratulations to all of the advisors who made the list this year.

Public recognition is certainly not the reason I've dedicated my life to being a financial advisor.

But I'll be the first to admit that I'm very proud of this honor.

It is a direct reflection of the incredible work of the entire Green Financial Group team. I make it a point to surround myself with the brightest, most passionate people in the industry. It's a philosophy I've always held – you learn and achieve so much more that way. Every member of the GFG team brings their expertise, dedication and energy to our work every day. I'm incredibly grateful for them.

This distinction also serves as a reminder of what really matters most – our clients. Some of you I've had the privilege of working with for over two decades – your trust and continued partnership mean the world to me. Thank you for allowing us to be a part of your financial journey. We look forward to navigating the road ahead, together.