Awards & Designations

Our team’s awards and professional designations reflect not only our expertise in wealth management, but also our deep commitment to the families we serve. We believe financial planning is more than numbers—it’s about understanding your values, goals, and what matters most to you and your loved ones. By staying current with industry standards and working collaboratively with your trusted professionals, we strive to provide thoughtful, personalized guidance that supports your family’s financial well-being today and for generations to come.

Forbes | SHOOK 2025 & 2026 Best-In-State Wealth Management Team

The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criterion focuses on studying each team’s best practices—service models, investing process, team construct, skill sets, etc.

Forbes 2026 Best-In-State Wealth Advisor

Allen Campbell has been recognized annually by SHOOK Research for excellence in wealth management from 2019 to 2026, reflecting his commitment to client success. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

*2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 01/07/26, rankings based on data as of 3/31/25 *2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 01/09/25, rankings based on data as of 3/31/25. 2026 FORBES Best-In State Wealth Advisors. Published 4/7/26, rankings based on data as of 6/30/25. 2025 FORBES Best-in-State Wealth Advisors Published 04/08/25, rankings based on data as of 6/30/24.

CFP® Designation

Our top priority is supporting you in caring for yourself and your family. We take the time to understand your unique circumstances, explore your aspirations, and assess your comfort with financial risk. Building long-term relationships based on open and honest communication has been the foundation of our success.

With the CFP® designation, our team is equipped to offer a comprehensive, holistic approach to help you reach your financial goals. We collaborate closely with your CPA, attorney, and other trusted professionals to develop a strategy tailored specifically to you and your family’s needs.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.