Financial advisers from Northwest and North Central Indiana made Forbes' 2024 list of Best-in-State Wealth Advisors.
The list was developed by SHOOK Research and included in-person or phone interviews.
Forbes received 44,900 nominations, of which 23,876 were invited to complete an online survey. Interviews were then conducted: 20,412 by phone, 4,926 in person and 1,507 virtual. Learn more about the research process here.
Steven Young, a financial adviser with UBS Wealth Management USA, landed the 69th spot on the list. Young also offers professional advice to Northwest Indiana Business Magazine readers.
“We are very proud to see Steven recognized by Forbes as one of the top wealth advisers in Indiana,” said Kristin Popovic, managing director and market director for Indianapolis at UBS Wealth Management USA. “This well-deserved recognition is a testament to his expertise, integrity and unwavering commitment to always putting his clients' interests first.”
All advisers on the list have at least seven years of experience.
No. 29: Matthew Kahn, Merrill Wealth Management, South Bend
No. 30: Jim Ruthrauff, Merrill Wealth Management, South Bend
No. 48: Edward Patzer, The Patzer Group Wealth Management, Mishawaka
No. 51: Thomas Olson, Baird, Mishawaka
No. 64: Ryan Drake, Edward Jones, Goshen
No. 69: Steven Young, UBS Wealth Management, Indianapolis
No. 76: Leo Priemer, Edward Jones, South Bend
No. 71: Vicki Ispas, Wells Fargo Advisors, Merrillville
No. 72: Mark De St. Jean, vice president, investments, Raymond James & Associates, Valparaiso
No. 80: Dan Wilburn, R.B. Smith, Valparaiso
No. 86: Brad Stewart, Wealth Management Advisor, Core Capital Advisors | Northwestern Mutual Wealth Management, Mishawaka
No. 93: Jason Topp, Ameriprise Financial Services, Merrillville
No. 96: Elizabeth Borger, Stifel, Elkhart
No. 98: Grant Gingerich, Merrill Wealth Management, Merrillville
Find the full list of Forbes' honorees here.
(Photo by Araki Illustrations – stock.adobe.com)
