April 17, 2025
20 Focus Partners Wealth Advisors Named on Forbes 2025 Best-In-State Wealth Advisors List
We are excited to announce the following Focus Partners Wealth associates were recognized on the 2025 rankings:
Tyler Bartlett, AEP®, AIF, AWMA®, ChFC®, CFP®, Senior Wealth Advisor
Debra Brede, Senior Wealth Advisor, D.K. Brede Investment Management Company, A Focus Partners Company
Aimee Butler, CFP®, Senior Wealth Advisor
Elisabeth Cullington, CFP®, Senior Wealth Advisor
Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor
Don Harris, CFA®, Managing Director, Senior Portfolio Manager
Max Haspel, CEPA®, President, Business Owner Services & Senior Wealth Advisor
Chris Johnson, MBA, Senior Wealth Advisor
Craig Jones, JD, MBA, Senior Wealth Advisor
Jeremy Kuhlen, CFP®, AIF, CRPS®, CEPA®, Senior Wealth Advisor
Nadine Lee, CFA®, CFP®, PFS, President, Colony Family Office, Managing Director, Metro NY Offices
Brad Levin, CEPA®, CFP®, CMT, Senior Wealth Advisor
Rachel Luken, CFP®, Senior Wealth Advisor
Matthew Rapoport, CFP®, MST, Senior Wealth Advisor
Richard Steinberg, CFA®, Senior Wealth Advisor
Stephen Stelljes, JD, CFP®, Senior Wealth Advisor
Ty Summerlin, CFP®, Senior Wealth Advisor
Stephen (Steve) Taddie, CBE, CFM, Senior Wealth Advisor
Elisabeth Talbot, CFA®, CPA, Senior Wealth Advisor
Cheryl Wilkinson, CFP®, Senior Wealth Advisor
Debra Brede was also recognized on the Forbes 2025 America’s Top Wealth Advisors list. Read the news here.
Forbes 2025 Best-In-State Wealth Advisors and Forbes 2025 America’s Top Wealth Advisors awards were received on April 8, 2025 for data as of June 30, 2024. Data was provided and ranking was developed by SHOOK® Research, LLC and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Stephen Taddie, Elisabeth Cullington, Rachel Luken, and Ty Summerlin's recognition was based on information submitted by HoyleCohen Wealth Management. Tyler Bartlett and Aimee Butler's recognition was based on information submitted by Merriman Wealth. Fees were paid to Forbes for use and promotion of Debra Brede’s ranking, but not to be considered for the awards. No compensation was paid with respect to the other recipients. For more information regarding the methodology used, click here.