Awards & Credentials
Fee paid for use of marketing material
Our team is honored to be named to Forbes Best-In-State Wealth Management Teams
for 2023 and 2024
Fee paid for use of marketing material
David Arquilla was selected as one of the
Forbes Best-In-State Wealth Advisors in Illinois
each year for 2021 - 2024
Jennifer Arquilla was selected as one of the
Forbes Best-In-State Wealth Advisors in Illinois
each year for 2021 - 2024
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. Fee paid for use of marketing materials. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. View Additional Disclosures
Fee paid for use of marketing material
Jennifer Arquilla was named as one of the
Forbes Top Women Wealth Advisors Best-in-State
for the years 2022 - 2024
2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. View Additional Disclosures
CERTIFIED FINANCIAL PLANNNER®
Lou Montana, CFP®, Managing Director – Investments
Craig Daun, CFP®, Senior Vice President – Investment Officer
Michael Lapinski, CFP®, Senior Vice President – Investment Officer
Mark Schuurman, CFP® AWMA®, Client Performance Analyst
To earn their CFP® credential, each of them have completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
Jennifer Arquilla was named on of the Five Star Wealth Managers
for the Chicago area each year
from 2019 - 2024
Louis Montana was named on of the Five Star Wealth Managers
for the Chicago area each year
from 2019 - 2024
Ronald Lambke was named on of the Five Star Wealth Managers
for the Denver area each year
from 2019 - 2024
Stephen R. Bowman was named on of the Five Star Wealth Managers
for the Chicago area for each year
from 2021 - 2024
Craig A. Daun was named on of the Five Star Wealth Managers
for the Chicago area each year
from 2012 - 2024
Michael C. Lapinski was named on of the Five Star Wealth Managers
for the Chicago area each year
from 2012 – 2024
Chicago
2024 Five Star Wealth Manager - This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6273 Chicago-area wealth managers were considered for the award; 400 (6% of candidates) were named 2024 Five Star Wealth Managers. View Additional Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#fivestar
2023 Five Star Wealth Manager - The Five Star Wealth Manager award was issued on October 1, 2023 by Five Star Professional (FSP) for the time period January 9, 2023 through July 31, 2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
2022 Five Star Wealth Manager - The Five Star Wealth Manager award was issued on October 1, 2022 by Five Star Professional (FSP) for the time period January 24, 2022 through July 29, 2022. 4912 Chicago-area wealth managers were considered for the award; 384 (8% of candidates) were named 2022 Five Star Wealth Managers.
2021 Five Star Wealth Manager - The Five Star Wealth Manager award was issued on October 1, 2021 by Five Star Professional (FSP) for the time period December 28, 2020 through August 6, 2021. 5635 Chicago-area wealth managers were considered for the award; 382 (7% of candidates) were named 2021 Five Star Wealth Managers.
2020 Five Star Wealth Manager - This award was issued on October 1, 2020 by Five Star Professional (FSP) for the time period January 6, 2020 through August 7, 2020. 4636 Chicago-area wealth managers were considered for the award; 356 (8% of candidates) were named 2020 Five Star Wealth Managers.
2019 Five Star Wealth Manager - This award was issued on October 1, 2019 by Five Star Professional (FSP) for the time period January 7, 2019 through August 9, 2019. 5430 Chicago-area wealth managers were considered for the award; 429 (8% of candidates) were named 2019 Five Star Wealth Managers.
2018 Five Star Wealth Manager - This award was issued on 10/1/18 by Five Star Professional (FSP) for the time period 01/12/2018 through 08/17/2018. 5449 Chicago-area wealth managers were considered for the award; 435 (8% of candidates) were named 2018 Five Star Wealth Managers.
2017 Five Star Wealth Manager - This award was issued on 10/1/17 by Five Star Professional (FSP) for the time period 12/16/2016 through 08/3/2017. 3781 Chicago-area wealth managers were considered for the award; 438 (12% of candidates) were named 2017 Five Star Wealth Managers.
2016 Five Star Wealth Manager - This award was issued on 9/1/16 by Five Star Professional (FSP) for the time period 2/26/2016 through 08/19/2016. 3411 Chicago-area wealth managers were considered for the award; 725 (21% of candidates) were named 2016 Five Star Wealth Managers.
2015 Five Star Wealth Manager - This award was issued on 10/1/15 by Five Star Professional (FSP) for the time period 2/4/2015 through 08/3/2015. 5833 Chicago-area wealth managers were considered for the award; 716 (12% of candidates) were named 2015 Five Star Wealth Managers.
2014 Five Star Wealth Manager - This award was issued on 10/1/14 by Five Star Professional (FSP) for the time period 2/4/2013 through 08/3/2013. 8161 Chicago-area wealth managers were considered for the award; 744 (9% of candidates) were named 2014 Five Star Wealth Managers.
2013 Five Star Wealth Manager - This award was issued on 10/1/13 by Five Star Professional (FSP) for the time period 2/4/2012 through 08/3/2012. 3998 Chicago-area wealth managers were considered for the award; 772 (19% of candidates) were named 2013 Five Star Wealth Managers.
2012 Five Star Wealth Manager - This award was issued on 10/1/12 by Five Star Professional (FSP) for the time period 2/4/2011 through 08/3/2011. 2970 Chicago-area wealth managers were considered for the award; 780 (26% of candidates) were named 2012 Five Star Wealth Managers.
Denver
2024 Five Star Wealth Manager - This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2435 Denver-area wealth managers were considered for the award; 224 (9% of candidates) were named 2024 Five Star Wealth Managers. View Additional Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#fivestar
2023 Five Star Wealth Manager - This award was issued on 10/1/23 by Five Star Professional (FSP) for the time period 12/12/22 through 6/30/23. 2,580 Denver-area wealth managers were considered for the award; 247 (10% of candidates) were named 2023 Five Star Wealth Managers.
2022 Five Star Wealth Manager - This award was issued on 10/1/22 by Five Star Professional (FSP) for the time period 10/1/22 through 1/17/22. 2132 Denver-area wealth managers were considered for the award; 235 (11% of candidates) were named 2022 Five Star Wealth Managers.
2021: 2158, 206, 10%, 10/1/21, 1/4/21 - 7/30/21;
2021 Five Star Wealth Manager - This award was issued on 10/1/21 by Five Star Professional (FSP) for the time period 1/4/21 through 7/30/21. 2158 Denver-area wealth managers were considered for the award; 206 (10% of candidates) were named 2021 Five Star Wealth Managers.
2020 Five Star Wealth Manager - This award was issued on 10/1/20 by Five Star Professional (FSP) for the time period 1/20/20 through 8/14/20. 2172 Denver-area wealth managers were considered for the award; 213 (10% of candidates) were named 2020 Five Star Wealth Managers.
2019 Five Star Wealth Manager - This award was issued on 10/1/19 by Five Star Professional (FSP) for the time period 1/21/19 through 8/23/19. 2146 Denver-area wealth managers were considered for the award; 262 (12% of candidates) were named 2019 Five Star Wealth Managers.
2018 Five Star Wealth Manager - This award was issued on 10/1/18 by Five Star Professional (FSP) for the time period 1/18/18 through 8/21/18. 2255 Denver-area wealth managers were considered for the award; 267 (12% of candidates) were named 2018 Five Star Wealth Managers.
2017 Five Star Wealth Manager - This award was issued on 10/1/17 by Five Star Professional (FSP) for the time period 1/18/17 through 8/9/17. 1716 Denver-area wealth managers were considered for the award; 287 (17% of candidates) were named 2017 Five Star Wealth Managers.
2016 Five Star Wealth Manager - This award was issued on 9/1/16 by Five Star Professional (FSP) for the time period 2/23/16 through 8/26/16. 1552 Denver-area wealth managers were considered for the award; 515 (33% of candidates) were named 2016 Five Star Wealth Managers.
2015 Five Star Wealth Manager - This award was issued on 10/1/15 by Five Star Professional (FSP) for the time period 2/19/15 through 8/17/15. 3008 Denver-area wealth managers were considered for the award; 517 (17% of candidates) were named 2015 Five Star Wealth Managers.
2014 Five Star Wealth Manager - This award was issued on 10/1/14 by Five Star Professional (FSP) for the time period 2/19/13 through 8/17/13. 4385 Denver-area wealth managers were considered for the award; 528 (12% of candidates) were named 2014 Five Star Wealth Managers.
2013 Five Star Wealth Manager - This award was issued on 10/1/13 by Five Star Professional (FSP) for the time period 2/19/12 through 8/17/12. 2083 Denver-area wealth managers were considered for the award; 607 (29% of candidates) were named 2013 Five Star Wealth Managers.
2012 Five Star Wealth Manager - This award was issued on 10/1/12 by Five Star Professional (FSP) for the time period 2/19/12 through 8/17/11. 1965 Denver-area wealth managers were considered for the award; 611 (31% of candidates) were named 2012 Five Star Wealth Managers.