RECOGNITION
Certified Divorce Financial Analyst (CDFA®)
A Certified Divorce Financial Analyst (CDFA) is a professional specializing in the financial aspects of divorce, helping individuals navigate the complexities of asset division, alimony, child support, and tax implications. The designation is awarded by the Institute for Divorce Financial Analysts (IDFA) after completing their training and upon passing an exam.
CERTIFIED FINANCIAL PLANNER® CFP®
CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
CERTIFIED WEALTH ADVISOR® CPWA®
The Certified Private Wealth Advisor® (CPWA® ) professional certification is designed specifically for seasoned advisors and wealth managers who work with or would like to work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Accredited Asset Management Specialist® AAMS®
The AAMS program focuses on investment strategies, risk management, and other areas of financial planning, equipping professionals with knowledge to advise clients on managing their assets.
ENROLLED AGENT
EA
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. It's a credential awarded by the IRS and signifies a high level of expertise in tax law.
Forbes/SHOOK "Best-In-State Wealth Management Teams"
These groups of experienced wealth managers have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams. The list features more than 4,100 teams with cumulative assets of roughly $5.1 trillion.
- The Matthews Snyder Group - 2023
- The Matthews Snyder Group - 2024
- The Matthews Snyder Group - 2025
- The 3C Group^ - 2026*
^Previously known as The Matthews Snyder Group: name change effective = Sept 2024
*published on January 7, 2026. Rankings based on data as of March 31, 2025.
Forbes "Best-In-State Wealth Advisors"
The nationwide recognition ranks Snyder in the top four advisors on the list of advisors with regional firms. The trade magazine chose Snyder for his dedication to serving his clients, intense focus on honing their skills and his conservative approach to investing.
- Loren A. Snyder - 2021, 2022, 2023, 2024 2025 & 2026*
- Dan Matthews - 2025 & 2026*
*published April 7, 2026. Rankings as of June 30, 2025
Forbes "Best-In-State Next-Gen Wealth Advisors"
The nationwide recognition ranks Snyder in the top four advisors on the list of advisors with regional firms. The trade magazine chose Snyder for his dedication to serving his clients, intense focus on honing their skills and his conservative approach to investing.
- Loren A. Snyder - 2022*
*published August 3, 2022. Rankings as of December 31, 2021
Forbes "America's Top Next-Gen Wealth Advisors"
The nationwide recognition ranks Snyder in the top four advisors on the list of advisors with regional firms. The trade magazine chose Snyder for his dedication to serving his clients, intense focus on honing their skills and his conservative approach to investing.
- Loren A. Snyder - 2021, 2023, 2024*
*published August 8, 2024. Rankings as of March 31, 2024;
Financial Planning On Wall Street Top 40 Under 40
Each year On Wall Street recognizes the hard work of the industry’s elite young talent with the Top 40 under 40 list. The Top 40 Regional Brokers Under 40 produce $87.3 million in collective annual revenue at an average of $2.2 million per representative in trailing 12-month production while managing $15.3 billion in client assets.
- Loren A. Snyder - 2018, 2019, 2021, 2022 & 2025*
*published February 18, 2025. Rankings as of September 30, 2024
Baird Associate Financial Advisor All-Star Award
Associate Financial Advisors recognized based on outstanding performance, contribution to team growth metrics, leadership, client engagement, relationship development, and service to community.
- Alyce Zollman - 2021