Meet The Team

We are pleased to share that Aspire Wealth Group has been named to Forbes’ 2026 list of Best-In-State Wealth Management Teams! We are honored to be recognized as leaders in our industry. Our team proudly shares the commitment to building genuine relationships with clients by faithfully and compassionately serving them to help them achieve their financial goals.

Forbes 2026 best-in-state wealth management teams logo.

President, AWG
Private Wealth Advisor, RJFS

Director of Wealth Services, AWG
Senior Wealth Advisor, RJFS

Director of Operations, AWG
Branch Professional, RJFS

Senior Wealth Advisor, RJFS

Wealth Advisor, RJFS

Wealth Advisor, RJFS

Investment Analyst, RJFS

Marketing Coordinator

Paraplanner, RJFS

Operations Assistant, AWG
Branch Professional, RJFS

Operations Assistant, AWG
Branch Professional, RJFS

Operations Assistant, AWG
Branch Professional, RJFS

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, 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 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. 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 see  https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.


“Great things in business are never done by one person. They’re done by a team of people.”

— Steve Jobs

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