Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
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