I am honored to announce that I have been nationally recognized in the 2025 AdvisorHub Solo Advisors to Watch, a prestigious industry ranking that celebrates the top solo independent financial advisors across the country.
While the recognition is deeply meaningful, I want you to know that this achievement belongs just as much to you as it does to me. This acknowledgment reflects the trust you have placed in me and Interlock Financial, the work we have done together, and the long-term relationships we continue to build.
The ranking evaluates advisors not only by business metrics such as growth, scale, and professionalism, but also by our commitment to delivering an exceptional client experience—something that has always been at the heart of Interlock Financials' mission. This award serves as a reminder that our client-first approach, combined with a focus on delivering real value and personalized planning, truly matters.
It motivates me to keep raising the bar in the service I provide to you and your family. You can view the entire list by visiting AdvisorHub - Solo Advisors to Watch!
Thank you for your continued support, your confidence, and for being part of this journey.
I look forward to many more years of helping you achieve your financial goals.
2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.