Erica was ranked among the Best-In-Class for California, while Mike was recognized in both the Illinois state and national rankings. Mike previously earned Next-Gen recognition in 2022 (Illinois) and 2021 (US).
“We’re always proud to see team members recognized for their hard work, skill, and dedication,” said Lido President Ken Stern. “We’re especially proud to see younger wealth managers like Mike and Erica exemplify the new standard of wealth management, commitment, and innovation that are core to Lido’s philosophy.”
Mike’s vision is to help his clients achieve peace of mind through trust, communication, and investment strategies that seek consistent, durable returns. His inspiration was watching his family trying to navigate the 2008 Financial Crisis without the guidance they needed. Mike knew that he wanted to become the type of indispensable resource for his clients that his family needed during the 2008 Financial Crisis.
Erica is also passionate about empowering families to make informed financial decisions. She also loves helping business owners create retirement plans, maximize their retirement savings, and reduce their taxes. She prides herself on taking the time with her clients and their families to understand their goals and aspirations. Erica’s home base is Los Angeles.
The Next-Gen Awards
Forbes has been publishing lists of top wealth advisors since 2021, but only began spotlighting up-and-coming advisors in 2017. While they consider their Next-Gen rankings as an early look at future Top Wealth Advisor ranking, they are keen to point out that the under 40 group has been through market cycles and have earned the trust of millions of families.
Forbes states the rising generation includes many who are “among the best wealth management has ever seen.”* That’s an excite we at Lido share.
Join us in congratulating Mike and Erica. For more about how the rankings are determined, please see below.
* “Methodology: America’s Top Next-Gen Wealth Advisors 2023” August 8. 2023, Forbes.com https://www.forbes.com/sites/rjshook/2023/08/08/methodology-americas-top-next-gen-wealth-advisors-2023/?sh=600061082d31