Awards & Recognitions
STEPHEN SEREMETIS
2019-2025 Best in State Wealth Advisor
Forbes Shook Research
Oppenheimer Chairman’s Council since 2014.
Oppenheimer Asset Management President's Council
JOSHUA SCHERER
2025 Best in State Wealth Advisor
Forbes Shook Research
2021 Oppenheimer Chairman’s Council.
2018 - 2020 Oppenheimer Executive Council.
Oppenheimer Asset Management President's Council