2024
Best-In-State Top Women Wealth Advisor
2024
Five Star Wealth Advisor
2023
Orange County Business Journal Companies that Care Honoree 2023
2023
LA Times OC Inspirational Women Honoree 2023
2023
LA Times OC Visionary Honoree 2023
2023
Orange County Business Journal Women in Business Honoree 2023
2023
California State Legislature Women of Achievement Award
2023
OCBJ Excellence in Entrepreneurship Honoree
2022
NAWRB Leadership Family Office Award Winner