WEALTH MANAGEMENT - Key Persons

George Jackson has been listed as one of the best wealth advisors across the country by Forbes in both 2018, 2019, 2020, 2021 , 2022 & 2023 George Jackson continues to lead our firm as CEO and Chief Investment Officer. His professional credentials, including CPA, CFA, CFP, CMT, CLU and ChFC, are a testament to the level of care we feel our clients deserve. He has been recognized as a premiere financial advisor by Forbes and other publications. It is our privilege to earn the trust of our clients and to make a meaningful impact in their lives. *George P. Jackson was named to Forbes' "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021, 2022 and 2023 list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights 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. Neither Forbes nor SHOOK receive a fee in exchange for rankings.