04/12/2024
We are thrilled to announce that Jason Koptish has been named a Best in State Wealth Advisor for 2024 by Forbes | SHOOK Research. This accolade is particularly significant as it marks Jason's third consecutive year receiving this esteemed honor, underscoring his consistent excellence and dedication.
Forbes, in partnership with SHOOK Research, meticulously evaluates thousands of wealth advisors across the nation to compile its annual list of Best in State Wealth Advisors. This accolade is awarded based on a comprehensive analysis of various factors including industry experience, assets under management, and client satisfaction. Jason’s inclusion on this list underscores his exceptional skill, dedication, and client-focused approach, which have set him apart in a highly competitive industry.
Jason’s achievement is a testament to his unwavering commitment to delivering top-tier financial guidance and his innovative approach to wealth management. His profound dedication to his clients and his visionary strategies have not only propelled his success but have also positively impacted the entire team. Jason's enthusiasm and commitment are a driving force within our organization, inspiring those around him and setting a benchmark for excellence.
"We are incredibly proud of Jason for earning this esteemed recognition for the third year in a row," said Scott Haley, Branch Manager and Managing Partner at Mainsail Wealth Advisors. "It speaks to his dedication to our clients and his passion for his work."