- LPL-Patriots Club- Top 6% of financial advisors in the country (2015)
*Achievement is based on annual production among LPL advisors only
- Fidelity-Advisor Council (2015)
- SunAmerica-Platinum Advisor (2012)
- Prudential-Masters Council (2010)
- Vice President Investments-UBS Financial Services
- UBS assets under Management Award for managing 100,000,000
- Financial Planning Specialist Designation (2004)
*Achievements are based on annual production amongst peers
