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Medical Economics Top 150 Advisors For Doctors
2004, 2005, 2006, 2007, 2008
This accolade is based on educational background, credentials, experience, firm size, percentage of doctor clients, affiliations with medical organizations, and noteworthy professional achievements.

Worth Magazine Top 250 Wealth Managers 2008
This accolade is based on numerous weighted factors including educational/professional credentials, approaches to customer service, portfolio management and risk, as well as an understanding of the global markets and the advisors' ability to intelligently discuss the current investment climate.


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Phone: 813.251.1879 // Fax: 813.251.1716 //
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TEXAS14101 W. Hwy 290, Building 800 // Austin, TX 78737 //
Phone: 512.894.0574 // Fax: 877.844.4608 //
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