Page 135 - Forbes - USA (December 2019)

PROMOTION

FIVE STAR WEALTH MANAGERS FIVE STAR INVESTMENT PROFESSIONALS

To see the full list of winners, visit www.fivestarprofessional.com

David G. Yearwood ∙ Charter Advisory Patrick Sommerfield ∙ PJS Investment David Hibshman ∙ AXA Advisors Pittsburgh Sarasota Jeremy D. North ∙ 360 IRA
Corporation ∙ 317-844-7416 Management ∙ 262-377-0484 ∙ 610-668-1094 ∙ 636-896-4052
Wealth Manager Wealth Manager
Paul Tourville ∙ Next Level Planning & John E. Kane ∙ Wells Fargo Advisors
Memphis Wealth Management ∙ 414-369-6623 ∙ 610-832-7616 1,667 award candidates in the Pittsburgh- 602 award candidates in the Sarasota-area Washington, D.C.
Wealth Manager area were considered for the Five Star Wealth were considered for the Five Star Wealth Wealth Manager
Peter Tourville ∙ Next Level Planning & John Kane ∙ Delphi Wealth Manager award. 251 (approximately 15% of the Manager award. 60 (approximately 10% of the
544 award candidates in the Memphis-area Wealth Management ∙ 414-369-6622 Management Group ∙ 484-928-1702 award candidates) were named 2019 Five Star award candidates) were named 2019 Five Star 1,956 award candidates in the Washington,
were considered for the Five Star Wealth Investment Professional C. Andrew Krepps Jr. ∙ Financial Wealth Managers. Wealth Managers. D.C. area were considered for the Five Star
Manager award. 54 (approximately 10% of the Strategies Advisory, LLC Wealth Manager award. 122 (approximately 6%
award candidates) were named 2019 Five Star This year, we honored 29 Milwaukee-area ∙ 215-997-5700 Tod Arbutina ∙ Cottrill Arbutina Wealth Michael E. DeMassa ∙ Forza Wealth of the award candidates) were named 2019 Five
Management Group, LLC
Management ∙ 941-203-3748
Wealth Managers. investment professionals with the Five Star David J. Kron ∙ Wells Fargo Advisors ∙ 724-683-3456 Star Wealth Managers.
Investment Professional award.
David Lee ∙ Summit Wealth Group ∙ 215-564-8286 Melanie Colusci ∙ Bridger Financial San Francisco Michelle L. Bender ∙ Potomac Financial
∙ 901-683-6113 Steven Meyerson ∙ Steven Meyerson Kevin McDermott ∙ Delphi Wealth Group ∙ 412-733-4016 Consultants, LLC ∙ 301-948-3900
CPA, LLC ∙ 262-478-0419 Wealth Manager
George Moore ∙ Ashford Advisors Management Group ∙ 484-928-1703 Rodrigo Diaz ∙ McKinley Carter Wealth Kim L. Mason ∙ Morgan Stanley
∙ 901-692-5105 2,012 award candidates in the San ∙ 703-556-8174
New Hampshire Ty McGilberry ∙ Pegasus Financial Services ∙ 724-940-4400 Francisco-area were considered for the Five
Planning | Lincoln Financial Advisors Jennifer E. Myers ∙ Sagevest Wealth
Milwaukee Wealth Manager ∙ 610-505-0638 Michael William Figurelli Star Wealth Manager award. 47 (approximately Management ∙ 703-992-7650
∙ Ameriprise Financial Services, Inc. 2% of the award candidates) were named 2019
Wealth Manager 928 award candidates in the New Hampshire- Andrew M. Polis ∙ Wells Fargo Advisors ∙ 412-374-9515 Five Star Wealth Managers. Christopher Pramawat ∙ Ameriprise
1,061 award candidates in the Milwaukee- area were considered for the Five Star Wealth ∙ 215-564-8834 Gregory Furer ∙ Beratung Advisors Michelle R. Alberda ∙ Ameriprise Financial Services ∙ 703-893-3758
area were considered for the Five Star Wealth Manager award. 85 (approximately 9% of the Michael Pomerantz ∙ Backal Pomerantz ∙ 412-357-2002 Financial Services, Inc. Christine Smith ∙ Ameriprise Financial
Manager award. 224 (approximately 21% of the award candidates) were named 2019 Five Star Wealth Management ∙ 856-616-1255 Michael Haley ∙ BPU Investment ∙ 415-623-2453 Page 2 Services ∙ 540-443-9143
award candidates) were named 2019 Five Star Wealth Managers. Yong Wang ∙ Advanced Financial Management Inc. ∙ 412-288-9150 Tom McAuliffe ∙ True Wealth
Wealth Managers. W. John Dulmage ∙ Financial Pathways Strategies, LLC ∙ 215-757-2535 Management ∙ 415-482-8622 Westchester
∙ 603-821-1450 Chris McMahon ∙ MFA Wealth
Laurie Aleksandrowicz ∙ A to Z Financial Susan C. Yelen ∙ Morgan Stanley ∙ 412-343-8700 Bruce Steven Stuart ∙ Morgan Stanley Wealth Manager
Planning, LLC ∙ 414-856-9800 Duane Goodell ∙ Optimum Wealth, LLC ∙ 570-821-1817 ∙ 415-693-6016
∙ 603-357-1084 Timothy B. O’Neill ∙ Berthold Capital, 654 award candidates in the
Eric J. Becker ∙ Du Charme Financial William Zeuner ∙ Morgan Stanley LLC ∙ 412-835-5450 Westchester-area were considered for the Five
Group, Global View Capital Advisors Curtis W. Hermann ∙ Wells Fargo ∙ 610-260-8621 San Fransisco East Bay Star Wealth Manager award. 115 (approximately
∙ 262-505-5740 Advisors ∙ 603-644-0671 Daniel B. Spickard ∙ Lifetime Financial Wealth Manager 18% of the award candidates) were named
Robert Bortz Jr. ∙ Paramount Financial Jeffrey W. Keefe ∙ Whole Wealth Phoenix Growth ∙ 412-325-8845 2019 Five Star Wealth Managers.
Strategies, LLC ∙ 262-522-8473 Management, LLC ∙ 603-766-8705 Wealth Manager Philip T. Webb ∙ Grandview Wealth 1,340 award candidates in the San Rod Drysdale ∙ Drysdale Wealth
Robert V. Du Charme ∙ Du Charme Peter Motsis ∙ Ameriprise Financial 2,043 award candidates in the Phoenix-area Management, LLC ∙ 724-600-2021 Francisco-East Bay area were considered Management ∙ 914-909-1519
for the Five Star Wealth Manager award. 104
Financial Group, Global View Capital Services, Inc. ∙ 603-668-1273 Investment Professional
Advisors ∙ 262-505-5740 were considered for the Five Star Wealth (approximately 8% of the award candidates) Sarah Man ∙ The Voyage Group at Wells
Andrew M. Rocco ∙ Baystate Financial Manager award. 117 (approximately 6% of the This year, we honored 5 Pittsburgh-area were named 2019 Five Star Wealth Managers. Fargo Advisors ∙ 203-222-5339
Maureen Hansen ∙ SVA Wealth ∙ 603-418-0026 award candidates) were named 2019 Five Star investment professionals with the Five Star
Management ∙ 262-923-5180 Wealth Managers. Investment Professional award. Michael D. Allard ∙ CalBay Jonathan Moore ∙ Morgan Stanley
∙ 914-225-5195
Investments, Inc. ∙ 925-743-3360
Andrew Houte ∙ Next Level Planning & Philadelphia Alison Althof ∙ AXA Advisors Thomas L. Bakaitus Jr. ∙ Herbein +
Wealth Management ∙ 414-369-6627 Wealth Manager ∙ 480-444-3792 Company, Inc. ∙ 412-392-2345 John J. Gardner ∙ Blackhawk Wealth Ellis O. Moore Jr. ∙ Morgan Stanley
∙ 914-225-5339
Advisors, Inc. ∙ 800-925-6496
Michael Koerner ∙ IAG Wealth Partners 3,910 award candidates in the Dewey M. Darwin ∙ Ameriprise Financial
∙ 262-446-8150 Richmond Mark Greenberg ∙ Wealth & Tax Stephen November ∙ Wells Fargo
Philadelphia-area were considered for the Five Services, Inc. ∙ 480-922-4205 Planners ∙ 925-938-4300 Advisors ∙ 914-682-5738
Lindsey Kreske ∙ Ameriprise Financial Star Wealth Manager award. 438 (approximately Anthony Del Pozzo ∙ LPL Financial, Vista Wealth Manager
Services, Inc. ∙ 262-409-4210 11% of the award candidates) were named Financial Group ∙ 480-284-6547 Benjamin W. Wong ∙ Viewpoint Thomas Pallogudis ∙ TJP Wealth
Solutions ∙ 914-460-1220
Financial Network ∙ 925-227-8858
979 award candidates in the Richmond-area
Jason S. Lacey ∙ PJS Investment 2019 Five Star Wealth Managers. Ronald L. Ginter ∙ Ameriprise Financial were considered for the Five Star Wealth
Management ∙ 262-377-0484 Joseph F. Brinker ∙ Brinker Financial Services, Inc. ∙ 480-268-2345 Manager award. 77 (approximately 8% of the St. Louis Michael A. Paulmeno ∙ Ameriprise
Financial Services, Inc.
Darren J. Liberski ∙ Freedom Wealth ∙ 610-446-3500 Page 2 Mitchell Glicksman ∙ Evergreen award candidates) were named 2019 Five Star Wealth Manager ∙ 914-253-0880
Alliance ∙ 262-798-7979 Kimberly J. Brumbaugh ∙ Brumbaugh Financial Associates, LLC Wealth Managers. Brian Scanlon ∙ Wells Fargo Advisors
Ken Lobins ∙ Ameriprise Financial Wealth Management, LLC ∙ 480- 951-6536 Tim Call ∙ The Capital Management 2,481 award candidates in the St. Louis-area ∙ 203-222-5328
Services, Inc. ∙ 262-797-8828 ∙ 610-458-2495 Page 2 Michael Gombrich ∙ Affirm Wealth Corporation ∙ 804-270-4000 were considered for the Five Star Wealth Thomas E. Sherman ∙ Strategies for
Manager award. 185 (approximately 7% of the
Christopher Peck ∙ Peck Financial Group Raul Alberto Calle ∙ Calle Financial Advisors ∙ 623-972-3133 award candidates) were named 2019 Five Star Wealth/Park Avenue Securities
∙ 262-246-2828 Network ∙ 215-860-2225 Scott Sorum ∙ Premier Southwest Wealth Managers. ∙ 914-288-8845
Kurt Rozman ∙ Freedom Wealth Alliance Nicholas Dawit ∙ Morgan Stanley Planning Group, LLC ∙ 480-661-4071 Michael R. Brown ∙ Krilogy Financial
∙ 262-798-7979 ∙ 215-963-3814
Darren Tosetto ∙ WealthPro Financial ∙ 636-489-2814
John Selas ∙ Next Level Planning & Tim Dougherty ∙ Financial Guide ∙ 480- 699-8448 Gary N. Kwawer ∙ Wells Fargo Advisors
Wealth Management ∙ 414-369-6633 ∙ 215-293-9323 ∙ 314-991-7853
Ian Foster ∙ Innova Wealth Partners
∙ 888-270-1574
®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP
®
Board’s initial and ongoing certification requirements. The Chartered Financial Consultant credential [ChFC ] is a financial planning designation awarded by The American College.
REAL ESTATE AGENTS MORTGAGE PROFESSIONALS
This issue, we’re highlighting outstanding award-winning real estate agents and mortgage professionals from across the country! Award winners were chosen using our rigorous
objective research process based on client feedback. To find out more about the criteria and to review our full list of 2019 award winners, visit www.fivestaprofessional.com.
Jacksonville Rising Star Real Estate Agents Danielle Steier ∙ Hanson & Co. Real Estate Shellie Young ∙ Sotheby’s International Realty Kathy Falbo ∙ Brokers Guild Real Estate
Real Estate Agents Tony Benkowski ∙ Coldwell Banker Residential ∙ 262-689-8226 ∙ 941-713-5458 ∙ 303-932-7796
Brokerage ∙ 262-780-5500 Gary Semerad ∙ EXIT Realty XL ∙ 262-255-5588 Colleen Teitelbaum ∙ Coldwell Banker
Wendy Griffis ∙ Better Homes and Gardens Austin, San Antonio ∙ 303-843-1288
Lifestyle Realty ∙ 904-349-3133 Caitlin Dennis ∙ Shorewest, Realtors Steven Barfield ∙ Shorewest, Realtors and Central Texas
∙ 262-786-4000 ∙ 262-786-4000 Robert Bielenberg ∙ Bielenberg & Associates
Milwaukee Ryan Marciniak ∙ RE/MAX Realty 100 John T. Mesch ∙ RE/MAX Realty 100 Mortgage Professionals ∙ 303-770-1977
Real Estate Agents ∙ 414-238-1719 ∙ 414-241-7912 Bonnie C. Kelley ∙ Northpointe Bank Sherry Cree ∙ Ascendant Real Estate
∙ 720-299-5149
Tracy Nienow ∙ Realty Executives ∙ 414-460-7791 Sharon Nienow ∙ Realty Executives Anna Severance ∙ Shorewest, Realtors ∙ 210-387-5134
∙ 414-529-7000 ∙ 262-338-0601 Mortgage Professionals
Anna Severance ∙ Shorewest Realtors Denver
∙ 262-323-6041 Mark Ruppelt ∙ EXIT Realty XL ∙ 262-255-5588 Sarasota Real Estate Agents Bill Rodriguez ∙ Cornerstone Home Lending
Kim Uihlein Stover ∙ Shorewest Realtors ∙ 303-877-6323
∙ 414-333-3089 Real Estate Agents Kari Barnes ∙ RE/MAX Leaders ∙ 303-619-9200
®
®
REALTOR is a federally registered collective membership mark which identifies a real estate professional who is a Member of the NATIONAL ASSOCIATION OF REALTORS and subscribes to its strict Code of Ethics.
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