We are proud to share that Austin and Hunter earned national recognition for outstanding client service.

Austin L. Nold, CFP®

Chief Executive Officer | Senior Wealth Planner

Forbes Best-in-State

Austin has been named a 2026 Forbes Best-in-State Top Wealth Advisor, selected from a pool of over 52,000 nominations nationwide. This prestigious honor follows his 2025 Forbes Next-Gen Best-in-State award, reflecting his continued commitment to delivering exceptional guidance for the families and professionals he serves.

Hunter Rich

Wealth Planner

NextGen Advisor of the Year

Hunter has been named a 2026 InvestmentNews NextGen Advisor of the Year, a prestigious honor recognizing an advisor in their first three years who demonstrates standout client impact, professionalism, and dedication to the future of financial planning.

We are incredibly proud of Austin and Hunter for earning these distinguished honors. Their dedication to our client community reflects the values at the heart of everything we do.

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