A CFP professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.

Earned by Deanne Soetenga in 2008

The Investment Management Consultants Association grants the CPWA credential to advanced wealth managers and advisors who successfully complete the Experience, Education, examination, and Ethics requirements of their program. A CPWA professional is someone who can help you manager your unique tax, estate and investment issues as a part of your broader financial picture.

Earned by Theresa Boyd in 2014

CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management and portfolio construction topics. The CIMA advisor learns sophisticated, technical investment concepts and how to apply them for individual and institutional clients.

Earned by Henry Schlenker in 2024

The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criterion focuses on studying each team’s best practices—service models, investing process, team construct, skill sets, and more. 

Awarded to The SBS Group in 2023-2025

2025 Forbes/SHOOK Research Best-in-State Wealth Management Teams published 1/9/25, based on data as of 3/31/24.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data weighing factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

Awarded to Alex Smith in 2019-2025
Awarded to Theresa Boyd in 2023-2025

2025 Forbes/SHOOK Research Best-In State Wealth Advisors published on 4/8/25. Rankings based on data as of June 30, 2024.

The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.

Awarded to Theresa Boyd in 2022-2025

2025 Forbes/SHOOK Research Top Women Wealth Advisors published on 2/11/25. Rankings based on data as of September 30, 2024.

The Kasten Award recognizes Baird associates who consistently demonstrate a world-class client service mindset and relentlessly pursues extraordinary outcomes. 

Awarded to Theresa Boyd in 2002

The Baird All-Star award recognizes branch associates who demonstrate implementation of process improvement within practices, while continuing to provide outstanding client service and their willingness to go the extra mile forthe client, fellow associates, branch, and the firm. 

Awarded to Deanne Soetenga in 2012