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Kerry Matthews Named on Forbes | Shook Best-in-State Financial Security List for 2026

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Kerry Matthews, from the Minnesota General Office of New York Life, has achieved a remarkable milestone by being named to the 2026 Forbes | Shook Best-in-State Financial Security list for the fifth consecutive year.

This ongoing recognition highlights Matthews’s dedication to helping clients navigate the complex financial landscape. Working as a New York Life agent for over 11 years, she has consistently demonstrated a commitment to protecting and enhancing client wealth. Brian Craig, managing partner of the Minnesota General Office, commended Matthews for her substantial contributions to both the firm and the community. This accolade reflects her ability to adapt and thrive amid shifting economic conditions.

Expressing her gratitude, Matthews, who owns North Range Financial and holds a BA from the College of Saint Benedict/Saint John's University, noted that her success is supported by her colleagues Michael Toscano, Jackie Boldt, April Joyner, and Taylor Pahnke. She acknowledged the teamwork and dedication of her firm, which are crucial for delivering reliable client service. Matthews's recognition is indeed a testament to the collective effort and commitment of her team.

Key Factors in the Selection Process

The process for selecting candidates for the Forbes | Shook list is rigorous, conducted by an independent research firm that assesses various criteria. These criteria focus primarily on a professional's ability to deliver financial security solutions, emphasizing the importance of comprehensive evaluations in recognizing top talent within the industry.

  • Professional record: Consistency in client service and financial advice.
  • Community impact: Contributions to both the firm and the community at large.
  • Innovative solutions: Adapting strategies to an evolving financial landscape.

Implications for the Insurance Industry

Kerry Matthews’s achievement is not just a personal accolade, but a beacon for industry professionals striving to blend client service with community engagement. For insurance agents, this underscores the importance of staying abreast with market changes and prioritizing personalized strategies to enhance client financial security. It also magnifies the value of teamwork and a robust support system within agencies to consistently deliver superior service and excel amidst industry challenges.