I'm happy to send congratulations to my friend and colleague, Lisa Policare, CEO of Penn Wealth Planning on being recognized in the 2024 Forbes Best-in-State Wealth Management Teams list.  The list, compiled by Shook Research based on hundreds of interviews, focuses on advisors with demonstrated track records of success over many years.

Lisa has been a consistent winner in the wealth management industry for more than 20 years.  She and her team have done a great job for me and I can recommend her without hesitation.

See the Forbes listing here and the Penn Wealth Planning website here.