Best in State Wealth Advisors 2024 by Forbes

13 Colony Group Advisors Named Best-in-State Wealth Advisors 2024 by Forbes

Congratulations to the following Colony Group team members for being named to Forbes’ 2024 Best-in-State Wealth Advisors List: 

  • Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management Company, A Colony Group Company   
  • Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor 
  • Max Haspel, CEPA®, Managing Director, Senior Wealth Advisor & President of Colony Business Owner Services 
  • Christopher Johnson, MBA, Senior Wealth Advisor 
  • Craig Jones, JD, MBA, Managing Director and Chief Diversity Officer 
  • Jeremy Kuhlen, CFP®, CRPS®, AIF®, CEPA®, Senior Wealth Advisor, Principal 
  • Dina Gordon Lee, CPA/PFS, CFP®, President, Colony Family Office, Managing Director 
  • Brad Levin, CFP®, CMT®, CEPA®, Managing Director, Senior Wealth Advisor 
  • Ron Rubin, CPA, President, Vice Chairman and Chief Culture Officer 
  • Richard Steinberg, CFA, Chief Market Strategist; Co-Chair, Colony Investment Management 
  • Stephen Stelljes, JD, CFP®, President of Client Services 
  • Liz Talbot, CFA, CPA, Managing Director, Senior Wealth Advisor 
  • Cheryl Wilkinson, CFP®, Senior Wealth Advisor 

This year’s ranking is based on qualitative and quantitative data derived from interviews, revenue trends, assets under management, client best practices, and more. Forbes selects advisors who are focused on making a difference in their clients’ lives for the better. Read the full list here.

The women on Forbes’ Best-in-State Wealth Advisors 2024 list also were recognized this year as Top Women Wealth Advisors 2024 by Forbes, read the news here. 


The team members received the ranking in February 2024 based on data as of September 30, 2023. 

Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023, 2024): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. Colony paid no compensation to Forbes’ to participate or for inclusion in its list. 

Debra Brede also received the award from 2017 through 2023 based on data submitted by D.K. Brede Investment Management Company, prior to its merger into The Colony Group on March 1, 2024. The firm paid a fee to Forbes for use and promotion of the rankings, but not to be considered for the awards.