We are thrilled to announce that James Demmert, our Founder & Managing Partner, has been named a Barron's Top Advisor for the 3rd year in a row!

During his 35+ years in the industry, James has authored two award-winning finance books, is consistently featured as an esteemed events speaker and expert in publications, serves on numerous boards and is a devoted philanthropist. This award comes as a testament to his devotion to making an impact in our industry and all the hard work that goes into doing so. Well deserved. Congratulations, James!

For James’ Barron's Advisor ranking & more: https://lnkd.in/ga-3tp95

‍Important disclosures: https://lnkd.in/eWJZGk_C