Awards & Recognition
InvestmentNews Best Places to Work for Financial Advisors⁵ (2024, 2023, 2022, 2021, 2020, 2019, 2018)
Crain’s Cool Places to Work in Michigan¹⁰ (2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017)
Forbes Best-In-State Wealth Management Teams¹² (2024, 2023)
Timothy Wyman, CFP®, JD
Forbes Best-in-State¹ (2024, 2o23, 2022, 2021, 2020, 2019, 2018)
Financial Times Top 400 Financial Advisors³ (2020, 2019, 2018)
Matthew Chope, CFP®
Forbes Best-in-State¹ (2024, 2023, 2022, 2021, 2020, 2019)
Sandra Adams, CFP®
Forbes Best-in-State¹ (2022)
Forbes Top Women Wealth Advisors Best-in-State₇ (2024, 2023, 2022, 2021, 2020)
Nick Defenthaler, CFP®, RICP®
Forbes Top Next-Gen Wealth Advisors Best-in-State² (2024, 2023, 2022, 2019, 2018, 2017)
Matt Trujillo, CFP®
Forbes Best-in-State Next-Gen Wealth Advisors² (2022)
Lauren Adams, CFA®, CFP®
InvestmentNews 40 Under 40¹³ (2023)
Logan Dimitrie
Raymond James Outstanding Branch Associate¹⁴ (2023)
*View applicable awards disclaimers here