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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.

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Growth
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