Awards & Designations

Awards and Designations

Our Difference

When you work with us, you’ll have a dedicated team of wealth management experts by your side to create a customized financial plan that aligns with your unique values and wishes for the future.

Our team is composed of long-tenured, diverse and highly credentialed individuals. We leverage our in-house resources as well as external experts to ensure we are continuously learning and gaining new perspectives on the latest financial planning and investment management strategies.

Best-In-State Wealth Management Team

We are proud to have been named to the Forbes Best-in-State Wealth Management Teams list for four consecutive years (2023–2026), earning rankings of #9 in Wisconsin in 2023 and #7 in Wisconsin in 2026. This recognition reflects our team's ongoing commitment to delivering exceptional service and personalized guidance, made possible by the trust and confidence of our valued clients.

Best-In-State Wealth Management Advisor 2017-2026

Tim Forster has been named a Forbes Best‑in‑State Wealth Advisor for the ninth consecutive year (2017-2026) —an extraordinary reflection of his consistency, dedication, and unwavering commitment to putting clients first.

Best-In-State Wealth Management Advisor 2026

Anthony Herbenson has earned Forbes Best‑in‑State Wealth Advisor recognition for the first time (2026) —a well‑deserved milestone that highlights his expertise and continued growth in serving clients at the highest level.

Team Designations

One or more members of our team hold the following designations to showcase our dedication and expertise in wealth management.

AAMS Designation

An AAMS® professional has completed specialized education in asset management and investment planning to provide knowledgeable and professional financial guidance. You can expect a personalized investment strategy that considers your goals, risk tolerance, and long-term objectives.

CFP Designation

A CFP® professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.

CPA Designation

A CPA® has gone through rigorous education, examination, and ethical requirements to provide the knowledge, integrity, and professionalism of a trusted financial professional. You can expect informed guidance and insights that help support your financial objectives and long-term goals.

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Forbes|SHOOK Research Best-In-State Wealth Management Team 2023-2026

Forbes | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.
Forbes/SHOOK Research Best-In-State Wealth Management Teams published 1/9/25, data as of 3/31/24.
Forbes/SHOOK Research Best-In-State Wealth Management Teams published 1/9/24, data as of 3/31/23.
Forbes/SHOOK Research Best in State Wealth Management Teams published on 1/12/23, data as of 3/31/22.

Tim Forster Forbes|SHOOK Research Best-In-State Wealth Management Advisor 2017-2026

Forbes/SHOOK Research Best in State Wealth Advisors list, published on 4/7/26, data as of 6/30/25.
Forbes/SHOOK Research Best in State Wealth Advisors list, published on 4/8/25, data as of 6/30/24.
Forbes/SHOOK Research Best in State Wealth Advisors list, published on 4/8/24, data as of 6/30/23.
Forbes/SHOOK Research Best in State Wealth Advisors list, published on 4/4/23, data as of 6/30/22.
Forbes/SHOOK Research Best in State Wealth Advisors list, published on 4/22/22, data as of 6/30/21.
Forbes/SHOOK Research Best in State Wealth Advisors list, published on 4/22/21, data as of 6/30/20.
Forbes/SHOOK Research Best in State Wealth Advisors list, published on 4/22/20, data as of 6/30/19.
Forbes/SHOOK Research Best in State Wealth Advisors list, published on 2/20/19, data as of 6/30/18.
Forbes/SHOOK Research Best in State Wealth Advisors list, published on 2/15/18, data as of 6/30/17.

Anthony Herbenson Forbes|SHOOK Research Best-In-State Wealth Management Advisor 2026

Forbes/SHOOK Research Best in State Wealth Advisors list, published on 4/7/26, data as of 6/30/25.