Three-Time Honorees: Two Financial Planners Named to The 2025 Forbes/SHOOK Best-In-State List

Gregg Miles, CFP® and Stephen Johnson, CFP®, CLU®, CLTC have been recognized as 2025 Forbes/SHOOK Top Financial Security Professionals Best-in-State for Massachusetts, marking their third consecutive year receiving this prestigious recognition.

Each year, SHOOK Research and Forbes identify top-performing financial professionals across the country through a rigorous selection process. This includes personal interviews, quantitative metrics, and a thorough review of industry experience, compliance history, and best practices when working with clients.

The list celebrates financial planners who help clients protect their wealth and plan for the future through thoughtful strategies. Congratulations to Gregg and Stephen on this continued achievement.