In 1999 as the NFL draft moved towards its conclusion, the Patriots picked a quarterback from Michigan that was not expected to see much actual playing time.  23 years later, that quarterback has appeared in 10 Super bowls and has 7 championship rings.  Since becoming a starter in 2001 he has led his team to win the division every year.  In fact, the only year that his team did not reach the playoffs was in 2008 when he was injured the first week of the season.  What sets Tom Brady apart is his consistency. 

Why are we talking about Tom Brady?  Because it is a joy to have a partner who I believe is just as consistent.  She has been consistently providing investment guidance since Tom Brady was in middle school.  Yet again, Magay has received continued accolades (Forbes’ 2022 Best-In-State Wealth Advisors List) to highlight her achievements in the industry.  I respect and appreciate her dedication to clients and coworkers.

Please join me in congratulating Magay!  It is a joy to work with her and even more of a joy to be her friend.

Dan Emmons, CFP^®, MBA
Financial Advisor

*Forbes’ 2022 Best-In-State Wealth Advisors, April 7, 2022.  Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 34,925 nominations.  Advisors in the Best-In-State Wealth Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc.  All rights reserved.