• Five Star Wealth Manager award winner 2025, 2024, 2018, 2017, 2016, 2015, 2014, 2013, 2012² 
• Champions Circle Member - 2025, 2024, 2023, 2022, 2021¹
• Leaders Council Member - 2025,2024,2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2009, 2008, 2007 & 2006¹
  
• Million Dollar Club Member 2014 (Ranked 16th by SagePoint Financial, Inc.)¹
  
• Platinum Advisor, SunAmerica the Retirement Specialist -2015,2014,2013,2012 &2011¹
  
• Achievers Council Award - 2010 & 2011¹
  
• The Prestigious "Archon" Award - 2000 thru 2005¹
  
• Baker's Dozen Award (Ranked 5th in the Nation with SunAmerica Securities) 2003¹
  
• Masters Forum Diamond Level Award - 2004¹
  
• Masters Forum Platinum Level Award - 2004¹
  
• Masters Forum Gold Level Award - 2004¹
  
• Million Dollar Club - 2003¹
  
• President's Performance Award - 1998 thru 2003¹
  
• Leadership Council - 2003 & 2004¹
  
• Leadership Society - 2003¹
  
• SunAmerica President's Advisory Council - 2001 thru 2003¹
  
• SunAmerica Leaders Circle - 2003¹
  
• All-American Team - 2002¹
  
• PIMCO Chairman Council Member - 2002¹
  
• MFS Circle of Distinction - 1998 & 1999¹
  
• Alliance Elite Advisor - 1999¹
  
• Circle of Champions¹
  
• Numerous other financial awards & accolades dating back to 1984

1These achievements are based on sales production for the year stated.

2Based on Experience, Training, Education and Certifications. The Five Star award is not indicative of the wealth managers' future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Five Star Professional is not an advisory firm. Wealth Manager Disclosure Dallas/Fort Worth 2025 - Five Star Professional

Third-party rankings and recognitions from rating services or publications are no Guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.