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We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

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We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

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Honored to be recognized in Forbes

My team and I are committed to helping our clients acheive their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Centennial Financial Services, Crowley Wealth on their 2023 Best-in-State Wealth Management Teams list. I'm honored, and I'd like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.