Awards
NAMED TO FORBES’ BEST-IN-STATE
WEALTH ADVISORS LIST
2019, 2020, 2021, 2023 & 2024
Selected to AdvisorHub 2024
250 Advisors to watch (under $1B)
Denis Poljak
PH.D., CPM®, CIMA®, CFP®
PARTNER
MANAGING DIRECTOR
WEALTH MANAGER
NAMED TO FORBES’ BEST-IN-STATE
WEALTH ADVISORS LIST
2021 & 2024
Selected to AdvisorHub 2024
100 Fast-growing advisors to watch
Davor Poljak
M.B.A., CPM®
PARTNER
MANAGING DIRECTOR
WEALTH MANAGER