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  • Awarded "2016 Financial Times Top 401 Retirement Plan Advisers"
    Financial Times (FT) 2016

 

NAPA 2016 401(k) Advisor Leadership Award

  • Selected “401(k) Advisor Leadership Award” Semi-finalist
    The National Association of Plan Advisors (NAPA) 2016
  • Selected “401(k) Advisor Leadership Award” Semi-finalist
    The National Association of Plan Advisors (NAPA) 2015
  • Selected “401(k) Advisor Leadership Award” Finalist
    The National Association of Plan Advisors (NAPA) 2014

 

  • Selected “PLANADVISER’s Top 100 Retirement Plan Advisers”
    PLANSPONSOR Magazine 2012-2013, 2016

     

     

 

  • Selected “NAPA Young Guns: Top 50 Plan Advisors Under 40”
    The National Association of Plan Advisors (NAPA) 2016

     

     

 

  • Selected “PLANSPONSOR 2013 Retirement Adviser Team of the Year” Finalist
    PLANSPONSOR Magazine 2013
  • Selected “PLANSPONSOR 2012 Retirement Adviser of the Year” Finalist
    PLANSPONSOR Magazine 2012
  • Recognized as “One of the most successful retirement plan advisers”
    PLANSPONSOR Magazine 2006-2009, 2011-2012

 

  • Selected “Top 10 DC Advisers in Large Market Segment”
    The 401kWire 2012
  • Selected “Top 50 DC Advisers”
    The 401kWire 2012
  • Selected “Top 60 Most Influential Advisors in Defined Contribution”
    The 401kWire 2011
  • Selected “Top 10 Most Influential Advisors in Defined Contribution”
    The 401kWire 2010
  • Awarded “300 Most Influential Advisors in Defined Contribution”
    The 401kWire 2009-2011

 

  • Member and Founding Partner
    National Association of Plan Advisors (NAPA)

 

  • Ranked #6 in “Top Wealth Management Firms" in Austin
    Austin Business Journal 2016
  • Ranked #4 in “Top Wealth Management Firms" in Austin
    Austin Business Journal 2015
  • Ranked #6 in “Top Wealth Management Firms" in Austin
    Austin Business Journal 2014
  • Ranked #6 in “Top Employee-Benefit Firms" in Austin
    Austin Business Journal 2016
  • Ranked #8 in “Top Employee-Benefit Firms" in Austin
    Austin Business Journal 2015
  • Ranked #7 in “Top Employee-Benefit Firms" in Austin
    Austin Business Journal 2014
  • Ranked #10 in “Top Employee-Benefit Firms" in Austin
    Austin Business Journal 2013
  • Ranked #9 in “Top Employee-Benefit Firms" in Austin
    Austin Business Journal 2012
  • Ranked #10 in “Top Employee-Benefit Firms" in Austin
    Austin Business Journal 2011