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Trusted Advisers

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Every business owner and top executive has a team of professionals outside of their company who are as much a part of their success as their employees. These outside professionals know the intimate details of the clients' business. They are Trusted Advisers.

 

 

Event Date: September 27, 2024

Time: 11:30 a.m.

Location: DoubleTree Hotel

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SQUADUP

2024 Honorees

Chosen by an independent panel of judges, here are the honorees by category and in alphabetical order:

 

Legacy Adviser:  Richard Ollis, CEO of Ollis/Akers/Arney

Advisers

Justin Coyan, private client adviser and personal lines manager with Ollis/Akers/Arney

John Davis, managing adviser with Forvis Mazars LLP

Brynna Lindner, associate attorney with MRD Lawyers

Lindsay Owens, director at Forvis Mazars LLP

Patrice Ann Moore, shareholder with Roberts, McKenzie, Mangan & Cummings PC

Matt Russell, partner with MRD Lawyers

Bryant Young, director of business development for Insurors of the Ozarks

Tammy Young, administrative shareholder with RMMC CPAs.

Up-and-Comer Adviser:  Dawson Nimmo, Higginbotham Insurance Agency Inc.

 

 


About Trusted Advisers

Honorees for  Trusted Advisers come from nine business fields. Additionally, this event features Up-and-Comer awards and the celebrated Legacy Adviser award.

Trusted Adviser
These professional advisers are at the peak of their career, having been in their field for more than five years. Individuals honored can come from the following fields:

  • Accounting Adviser
  • Banking Adviser
  • Technology Adviser
  • Real Estate Adviser
  • Insurance Adviser
  • Legal Adviser
  • Financial Adviser
  • Human Resources Adviser
  • Marketing Adviser

 

Up-and-Comer
These professional advisers have been in their field fewer than five years and are on their way to Trusted Adviser status. These are individuals whose careers we should all be watching. Three individuals will be honored from any of the adviser categories.

Legacy Adviser
This professional has been in their field for 20 or more years. One person will be selected for the Legacy Adviser honor, the pinnacle award for achievement.

Nominate for 2025 now! 

If you have questions about this event, please contact: adminsbj@sbj.net or call 417-831-3238. 

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