Mar 13, 2026 Lisa Petrie Earns Back-to-Back #1 Top Woman in Nevada; Also Named to America’s Top Women Advisors

For the second year in a row, Lisa Petrie, CFP®, Managing Director of The Petrie Group of TSG Wealth Management, has been named #1 Top Women Wealth Advisors Best-In-State for Nevada and #85 on America’s Top Women Wealth Advisors published by Forbes. These recognition place Lisa and her team among the most accomplished women advisors in the nation.

The dual recognition, awarded in February 2026, is based on a rigorous evaluation of industry experience, client retention, compliance records, and assets under management. Earning the #1 ranking in Nevada once is notable. Achieving it two years in a row signals consistency, leadership, and sustained excellence. The Petrie Group is led by Managing Director Lisa Petrie, CFP®, along with Vice Presidents Serina Foster and Claire Bowie, CFP® and supported by Senior Registered Client Associate, Belinda Dawson.

“This recognition is deeply meaningful because it reflects long-term relationships and the trust our clients place in us,” Petrie said. “To be ranked #1 again is an honor — and a responsibility we take seriously every day.”

Under Petrie’s leadership, The Petrie Group has built a reputation for disciplined, highly personalized wealth planning designed to align investments with life goals. Serving high-net-worth individuals, families, and business owners, the team integrates portfolio strategy, retirement income design, tax awareness, and legacy considerations into cohesive, forward-looking plans.

Her back-to-back #1 ranking underscores not only performance metrics but also her ability to guide clients through complex financial decisions with clarity and confidence.

“Lisa’s consistency at the top of the rankings speaks volumes,” said Mark Schulten, Managing Partner of TSG Wealth Management. “Being named #1 in Nevada for the second straight year reflects her leadership, discipline, and the extraordinary care she brings to every client relationship.”

The national recognition further reinforces her impact beyond the state level. Ranking #85 among America’s Top Women Wealth Advisors places Petrie in elite company across the country — a testament to the scale and sophistication of her practice.

“Lisa represents the very best of what we strive for at TSG,” added Allen Schreiber, Partner. “Her strategic thinking, paired with a deeply personal approach to wealth planning, continues to elevate both her clients and our broader practice.”

At the core of Petrie’s success is a philosophy rooted in partnership. Clients are not simply recipients of financial strategies — they are collaborators in a process designed to create clarity, confidence, and long-term stability.

“True wealth planning is about more than numbers,” Lisa noted. “It’s about understanding what matters most to clients and building strategies that support their lives today and for generations to come.”

For Brian Borst, CEO of TSG Wealth Management, Petrie’s repeat #1 ranking reflects the enduring values that define the practice. “Sustained excellence is far more difficult than a single achievement,” Brian said. “Lisa’s second consecutive year as Nevada’s top woman wealth advisor demonstrates not just success, but leadership and staying power.”

As The Petrie Group continues to grow, this latest recognition reinforces its commitment to delivering sophisticated, relationship-driven wealth planning — and sets the tone for continued impact in Nevada and across the nation.

Discover how Lisa and The Petrie Group delivers disciplined, personalized wealth planning designed to help clients build clarity, confidence, and lasting financial impact — explore their approach to aligning strategic insight with what matters most. Visit The Petrie Group page to learn more.

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). See full disclosure. 

2026 Forbes Top Women Wealth Advisors: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). See full disclosure.

High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.