Congratulations to Lake Street’s own, Justin M. Terzo, CPA, for being named to the 2021 Forbes “Top Next-Generation Wealth Advisors” list!  Justin is ranked 5th in Illinois, and it is his 3rd time receiving this recognition.

The Forbes Next-Generation Wealth Advisor list is awarded to the top 500 advisors in the county who represent the future of the wealth management industry.  Lake Street is proud of everything Justin has been able to accomplish for his clients and his representation of our firm.     

2021 Forbes “Top Next-Gen Wealth Advisors” list:

Please refer to the full disclosure page for the source and selection criteria of this ranking. Full disclosures can be found here.