AdvisorHub – Meredith Rosen & John Chang: Advisors to Watch

I am thrilled to share some fantastic news that highlights the dedication and hard work within our team. Two of our esteemed colleagues, Meredith Rosen and John Chang, have earned prestigious spots on AdvisorHub’s “Advisors to Watch” lists for 2024.

Meredith has been recognized on the list of 100 Women Advisors to Watch. This accolade from AdvisorHub, a leading periodical in the financial services industry, underscores what we’ve always known: Meredith is an exceptional talent whose relentless effort and expert guidance have significantly impacted clients in a positive way. Her recognition on this list is a testament to her hard work and the outstanding service she provides to our clients. It’s an absolute privilege to see her receive the industry-wide recognition she richly deserves, and we’ve always known internally. Read more about her recognition here.

John Chang has also made us proud by being listed among the Top 200 RIAs to Watch. John joined our team a few years ago as our client base continues to grow. John’s experience, commitment to hard work and his own personal and innovative approach to financial advising have rightfully placed him on this list, marking him as one of the most influential advisors in the industry. John’s inclusion is a clear indication of his significant contributions and the high regard in which he is held. We knew it when he joined us and we are excited to see him earn this recognition externally. Learn more about John’s achievement here.

Please join me in congratulating both Meredith and John on these remarkable achievements. It is a joy to work alongside such dedicated professionals who continue to elevate our firm’s standards and enhance our client experience. They put the client first and it shows! We have no business without our valued clients. We couldn’t be prouder of these accomplishments and you allowing us to serve you.

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