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Peoria, Tucson Ameriprise financial advisers receive 2023 award
Metro
Four employees of Affirm Wealth Advisors have been named recipients of the 2023 Five Star Wealth Manager award by Five Star Professional.
Posted
Matt MacLean, Michael Gombrich, Garrett Smith and John Snyder with Affirm Wealth Advisors, a private wealth advisory practice in Peoria and Tucson, have been named recipients of the 2023 Five Star Wealth Manager award by Five Star Professional.
The award goes to less than 7% of the wealth managers in the region based on research administered by Five Star Professional, a third-party research firm.
To receive the Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.
MacLean graduated from Arizona State University with a degree in business and communication. He has 19 years experience in the financial services industry. This is MacLean’s third consecutive year receiving the Five Star Wealth Manager award.
Gombrich graduated from the University of Arizona with a degree in business administration, international macroeconomics. He has 10 years experience in the financial services industry. This is Gombrich’s fifth consecutive year receiving the Five Star Wealth Manager award.
Smith graduated from the University of Arizona with a degree in economics. He has 12 years experience in the financial services industry.
Snyder graduated from the University of Phoenix with a degree in management. He has eight years experience in the financial services industry. This is Snyder’s second consecutive year receiving the Five Star Wealth Manager award.
