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Five Star Wealth Managers - Five Star Professional

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o<br />

2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />

r Professi<br />

Bhaj Townsend ∙ Legacy Plus<br />

James Tremper ∙ Shelgren Financial Group<br />

Jason Trichler ∙ Merrill Lynch<br />

Jay Turley ∙ Breakwater Investment<br />

Management<br />

Michael Van Sant ∙ Empirical <strong>Wealth</strong><br />

Management Page 26<br />

Steve Vertrees ∙ LPL Financial<br />

Heidi Walters ∙ Ameriprise Financial Services,<br />

Inc.<br />

Kurt Wanner ∙ Crosswind Advisors<br />

Page 35<br />

John Warnick ∙ Ameriprise Financial<br />

Services, Inc. Page 20<br />

Benjamin Warren ∙ Thrivent Financial<br />

Lei Warren ∙ U.S. Bancorp Page 22<br />

Norm Weaver ∙ Ameriprise Financial<br />

Services, Inc.<br />

Benjamin Wicks ∙ Cornerstone Advisors<br />

Brent Williams ∙ AXA Advisors<br />

Graham Williams ∙ Williams Palmer<br />

David Woosley ∙ Ameriprise Financial<br />

Services, Inc.<br />

Josh Yeyni ∙ <strong>Wealth</strong>-Builders<br />

Curtis Young ∙ U.S. Trust<br />

Sheri Zimmerman ∙ TIAA-CREF<br />

Anne Zvirblis ∙ Ameriprise Financial<br />

Services, Inc. Page 37<br />

Insurance<br />

Bruce Brennen ∙ New York Life Insurance<br />

Robert Cannon III ∙ New York Life Insurance<br />

Michael Lyman ∙ The Lyman Group<br />

Rick Nathanson ∙ Rick Nathanson<br />

Rollin Radwick ∙ Radwick & Lightle<br />

Terry Solomon ∙ MassMutual Financial Group<br />

Gus Zefkeles ∙ MassMutual Financial Group<br />

Investments<br />

Nina Abelman ∙ Merrill Lynch<br />

A. Michael Adams ∙ Adams Financial<br />

Concepts<br />

Christopher Ahearn ∙ Wells Fargo Advisors,<br />

LLC<br />

Steven Alonzo ∙ U.S. Bancorp Page 22<br />

FS 6 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />

Special advertiSing Section<br />

Award winners listed by primary services and listed alphabetically by last name.<br />

Ezra Altaras ∙ Wells Fargo Advisors, LLC<br />

Page 35<br />

Jeff Anderson ∙ Wells Fargo Advisors, LLC<br />

John-Erik Anderson ∙ Wells Fargo Advisors,<br />

LLC<br />

Mark Anderson ∙ Edward Jones<br />

George Andrade ∙ Edward Jones<br />

David Aramaki ∙ Ameriprise Financial<br />

Services, Inc.<br />

James Ardissono ∙ Wells Fargo Advisors<br />

Financial Network, LLC<br />

Lori Arnevick ∙ Merrill Lynch<br />

Jeffrey Atkin ∙ Kunath Karren Rinne & Atkin<br />

Joe Baer ∙ Bernstein Global <strong>Wealth</strong><br />

Management<br />

Jeff Bander ∙ Wells Fargo Advisors, LLC<br />

Barbara Banon ∙ Edward Jones<br />

Julie Battermann ∙ Edward Jones<br />

Jim Beatty ∙ Sound Consulting Services<br />

Mary Benedict ∙ Merrill Lynch<br />

Dean Bennion ∙ Wells Fargo Advisors, LLC<br />

Mary Black ∙ Wells Fargo Advisors, LLC<br />

James Bocinsky ∙ Keever Capital<br />

Adele Bolson ∙ Adele Brady Bolson, CPA<br />

Michael Boone ∙ MWBoone and Associates<br />

Richard Borish ∙ Oppenheimer & Company<br />

Tama Borriello ∙ Wells Fargo Advisors, LLC<br />

Alice Boytz ∙ Northwest Asset Management<br />

John Brandy ∙ Edward Jones<br />

Matt Bridge ∙ Morgan Stanley Smith Barney<br />

Cynthia Briggs ∙ Wells Fargo Advisors, LLC<br />

Elliott Brink ∙ Paracle Advisors<br />

Teresa Brokaw ∙ Merrill Lynch<br />

Christopher Browning ∙ McAdams Wright<br />

Ragen Page 32<br />

Chris Bruntz ∙ Edward Jones<br />

Karri Bruntz ∙ Edward Jones<br />

Shari Burns ∙ Paragon Investment<br />

Management Page 25<br />

Terrence Burns ∙ Wells Fargo Advisors, LLC<br />

Jay Buxbaum ∙ Merrill Lynch<br />

William Bynum ∙ RBC <strong>Wealth</strong> Management<br />

e <strong>Star</strong> Professiona<br />

<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />

Alexander Callahan ∙ Merrill Lynch<br />

Bob Cannon ∙ ClearView <strong>Wealth</strong><br />

Management<br />

Paul Capeloto ∙ Wells Fargo Advisors, LLC<br />

Mitzi Carletti ∙ Badgley Phelps<br />

Robert Carter ∙ Freestone Capital<br />

Management<br />

Joe Cervantes ∙ Coldstream<br />

John Champion ∙ Morgan Stanley Smith<br />

Barney<br />

Cora Chan ∙ Merrill Lynch<br />

Meena Cheng ∙ D.A. Davidson<br />

Terry Cole ∙ Senior Financial Advisors<br />

Garth Conner ∙ RBC <strong>Wealth</strong> Management<br />

Page 25<br />

Greg Conway ∙ Conway Jarvis<br />

Erica Coogan ∙ Moss Adams <strong>Wealth</strong> Advisors<br />

Donald Coplin ∙ Edgecombe & Coplin <strong>Wealth</strong><br />

Strategies<br />

Duane Covey ∙ Edward Jones<br />

Corey Cox ∙ Thrivent Financial<br />

Donald Creech ∙ Investor Resources<br />

Janice Crosta ∙ McAdams Wright Ragen<br />

Derek Crump ∙ Kibble & Prentice<br />

Ryan Crumpacker ∙ Edward Jones<br />

David Davis ∙ MassMutual Financial Group<br />

Joe Day ∙ Bear Mountain Capital<br />

Shaun Dennehy ∙ McAdams Wright Ragen<br />

Page 35<br />

Timothy Devlin ∙ Wells Fargo Advisors, LLC<br />

Greg Dobbs ∙ Edward Jones<br />

Susan Donnan ∙ Morgan Stanley Smith<br />

Barney Page 26<br />

Douglas Donnelly ∙ Wells Fargo Advisors,<br />

LLC<br />

Shawn Donnelly ∙ Ramsey & Associates<br />

Darrell Douglas ∙ Ameriprise Financial<br />

Services, Inc.<br />

Benjamin Duenwald ∙ Merrill Lynch<br />

Steven Dunn ∙ Morgan Stanley Smith Barney<br />

Marcus Dusenbury ∙ Viridian Investment<br />

Management<br />

Michael Dutton ∙ D.A. Davidson<br />

Bruce Edwards ∙ LPL Financial Page 35<br />

© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />

© <strong>Five</strong> <strong>Star</strong> Profession<br />

<strong>Star</strong> Pr<br />

<strong>Five</strong> <strong>Star</strong> Profes

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