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Recognition & Certifications

Recognized as a FORBES | SHOOK Research 
2025 & 2026 Best-in-State Wealth Management Team

The 2025 Forbes Best-In-State Wealth Management Teams list was published 1-9-25, rankings based on data as of 3/312024
The 2026 Forbes Best-In-State Wealth Management Teams list was published 1-7-26, rankings based on data as of 3/312025

Our Difference

When you work with our team, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.

Our team is comprised of long-tenured, diverse and highly credentialed advisors.  We leverage our in-house resources as well as external expert team, so we are constantly learning about and providing perspective on the latest financial planning and investment management strategies to meet your unique needs.

It is our distinct pleasure to share that Greg Pauly, Brian Nethery and Dan Koth have been recognized as FORBES Best-In-State Wealth Advisors for 2026. This is the second consecuttive year they have all appeared on this list of prestigious top financial advisors comprised of firms from across the country and compiled by SHOOK Research. Greg's, Brian’s and Dan's commitment to Baird's client-first philosophy, teamwork and service earned them this best-in-class recognition.
2026 Forbes Best-In-State Wealth Advisors. Published 4/7/26, rankings based on data as of 6/30/25

We are pleased to share that Greg Pauly, Brian Nethery & Dan Koth have all been recognized as receiving the 2026 Five Star Wealth Manager Award. This award goes to wealth managers who were evaluated on client retention rates, client assets administered, professional designations and a favorable regulatory and compliant history.
Check out Dan's Professional Profile 
& don't miss Dan's shout out in Fortune Magazine December 2026.
This award was issued on 6/1/26 by Five Star Professional for the time period 09/10/25 thru 02/27/26. No fees paid for award selection but fees are paid for use of marketing materials.

Greg has previously been recognized by Financial Planning as a one of the Top 40 Regional Brokers under 40 for 2022. He is a two-time recipient of the award. Additionally, he was recongized by Forbes as a Top Next-Gen Wealth Advisor in 2021. On the list published by Forbes, out of 500 advisors ranked from across the country, Greg was one of only two named that year from Wisconsin. 

Forbes/SHOOK Research Top Next-Generation Wealth Advisor published 09/21/21. Rankings as of 03/31/21.
Financial Planning Top 40 Regional Brokers under 40 published 02/02/22. Rankings as of 09/31/21.

Team Certifications

In addition to being a Qualified Plan Consulting Group, our team hold the following designations to showcase our dedication and expertise in wealth management.


CFP® Designation

Greg holds a Certified Financial Professional designation. A CFP® professional has gone through a rigorous experience and ethical requirements in order to provide the knowledge, integrity and professionalism of a financial planner. You can expect a comprehensive view of your financial needs based on your objectives and goals.

AAMS® Designation

Brian holds an Accredited Asset Management Specialist (AAMS®) designation certified by the College of Financial Planning to advise clients about personal finance matters, asset management, and investments.

ChFC ® Designation

Deborah holds a Chartered Financial Consultant (ChFC ®) designation. This exemplifies Deborah’s commitment to helping our clients with their financial, estate, retirement and special needs planning and continuing to provide informed advice. 

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