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#4 RIA in the West by Investment News

Dec 26, 2018

Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Jun 17, 2019

Dave Barton Named M&A Leader of the Year

Aug 14, 2018

Dave Welling Named CEO of the Year

Sep 16, 2019

InvestHERs Recognized for Outstanding Thought Leadership

Sep 16, 2019

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