Seattle Magazine
Best in Client Satisfaction, 2007–12
Consumers’ Research Council
America’s Top Financial Planners, 2010-11
Bloomberg Financial Magazine
Top Wealth Managers, 2005–9
Seattle Mayor's Office
Small Business Award, 2007
Washington CEO
Top 10 Wealth Management Firms, Dec. 2007
Financial Planning Magazine
Planning to the People, Nov. 2007
The Wealth Factor
Outstanding Wealth Managers, 2003
Mutual Funds Magazine
100 Great Financial Planners, Sept. 2002
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