Comprehensive Wealth Management

2010

Featured in The Art of Living w/Marilu Henner - CWM advisors Gary and Brian had the opporunity to participate in a financial segment for the television program, "The Art of Living with Marilu Henner," a show covering the finest in the worlds of travel, beauty, business, culture, entertainment, and real estate
Awarded Best in Client Satisfaction for the fourth consecutive year - (April issue) Seattle Magazine; Based on an independent survey of high net worth consumers, financial service professionals, and magazine subscribers

2009

Recognized as one of the Leading Wealth Management Providers for the Northwest and Hawaii - Forbes Magazine
Awarded Best in Client Satisfaction - (April issue) Seattle Magazine; Based on an independent survey of high net worth consumers, financial service professionals, and magazine subscribers

2008

Awarded one of the Ten Most Dependable Wealth Managers in the Northwest and Hawaii- (March 24th issue) Forbes Magazine
Awarded Best in Client Satisfaction - (April issue) Seattle Magazine; Based on an independent survey of high net worth consumers, financial service professionals, and magazine subscribers
Premier Advisor - AssetMark Investment Services

2007

Awarded Best in Client Satisfaction - Seattle Magazine (April issue); Based on an independent survey of high net worth consumers, financial service professionals, and magazine subscribers
Premier Advisor - AssetMark Investment Services

2006

Featured financial management firm in The Wealth Factor: A Team Approach - by author Sydney LeBlanc
Keynote Speaker - Strategic Equity Group, Planner's Conference
Keynote Speaker - Pacific Life, Symposium for Financial Professionals

2005

Premier Consultant - AssetMark
#1 Advisor in the United States – Geneos Wealth Management, Broker-Dealer (Since 2004)
Featured financial management firm in Wealth Management Teams - by authors Steven Drozdeck and Lyn Fisher
Award for outstanding achievements and leadership in financial services – John Hancock
Elite Advisor – Alliance Bernstein (Since 2003)
Chairman's Level Summit Club – AIM Funds (Since 1999)

2004

2003

#3 Advisor in the United States – for Geneos Wealth Management, Broker-Dealer
Advisory Board - Geneos Wealth Management (Broker Dealer)
Financial Freedom Council – Liberty Funds
Leader's Club – Eaton Vance
Signature Board - John Hancock Top 100 advisors in the United States
Outstanding Client Service Award – American Skandia (Since 1999)
President's Council – Heritage Funds (Since 1999)

2002

Chairman's Council – INVESCO Funds
Leader's Club – Commonwealth Financial Network, Previous Broker-Dealer (Since 2000)
Top 1% Nationally
President's Advisory Club – Pioneer Funds (Since 2000)
President's Council – Oppenheimer Funds (Since 1999)
President's Council – Liberty Funds (Since 1999)
President's Council – Scudder Funds (Since 1999)
Kite and Key Club – Franklin Templeton (Since 1997)

2001

2000

Chairman's Club - Raymond James Financial, Previous Broker-Dealer (Since 1997)
Top 1% Nationally
Outstanding Financial Advisor – Passport Asset Management Services (Since 1998)

1999

Number 1 Producer Variable Universal Life Nationally -
Allmerica Financial (Since 1997)

1997

Ranked #1 Financial Advisor nationally - American Express Financial Advisors (Since 1995)

1995

Ranked #1 Marketing Director for Colonial/UNUM - Recognized as one of two top experts in S125, tax deferred Employee Benefit programs, in the Pacific Northwest (Since 1991)