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We are honored to be serving our clients while being recognized by national accredited publications and companies. We believe our success is the direct result of providing a reliable client-advisor relationship with a focus on diversified long-term strategies. Thank you for trusting us for over 28 years.

Jerry's 2021 accolades include being named one of Forbes "Best-In-State Wealth Advisors" and Barron's "Top 1,200 Advisors," ranking on both lists for the 4th year in a row. He also earned a spot as one of Financial Times "400 Top Financial Advisers" in the U.S. for 2020 and has qualified for the Raymond James' Chairman's Council since 2013.

2025

• Forbes Best-in-State Wealth Advisors (#8 in Iowa)
• Raymond James’ Chairman’s Council

2024

• Forbes Best-in-State Wealth Advisors (#7 in Iowa)
• Raymond James’ Chairman’s Council

2023

• Forbes Best-in-State Wealth Advisors (#4 in Iowa)
• Raymond James’ Chairman’s Council

2022

• Forbes Best-in-State Wealth Advisors (#4 in Iowa)
• Raymond James’ Chairman’s Council

2021

• Forbes Best-in-State Wealth Advisors (#3 in Iowa)
• Barron’s America’s Top 1200 Financial Advisors by State (#5 in Iowa)
• Raymond James’ Chairman’s Council

2020

• Forbes Best-in-State Wealth Advisors (#3 in Iowa)
• Barron’s America’s Top 1200 Financial Advisors by State (#5 in Iowa)
• Raymond James’ Chairman’s Council

2019

• Forbes Best-in-State Wealth Advisors (#2 in Iowa)
• Barron’s America’s Top 1200 Financial Advisors by State (#4 in Iowa)
• Raymond James’ Chairman’s Council

2018

• Forbes Best-in-State Wealth Advisors (#5 in Iowa)
• Barron’s America’s Top 1200 Financial Advisors by State (#6 in Iowa)
• Raymond James’ Chairman’s Council

2017

• Raymond James’ Chairman’s Council

2016

• Raymond James’ Chairman’s Council

2015

• Raymond James’ Chairman’s Council

2014

• Raymond James’ Chairman’s Council

2013

• Raymond James’ Leader's Council

Raymond James Chairman's Council and Leader's Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

Barron's “Top 1,200 Financial Advisors,” March 2021. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2019 to 09/30/2020, and was released on 03/12/2021. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.