“I don’t worry too much about my account because I know it’s in capable hands — and that means a lot to me.”

“From our very first meeting, you were warm, soft-spoken, and genuine — qualities that immediately put me at ease. I felt comfortable asking even the most basic questions, and you took the time to set up my accounts and even recommend books to help me understand the basics of investing.

Over the years, I’ve appreciated how you’ve stayed connected — meeting for coffee to walk me through what was happening with my account, answering my questions, and catching up on life and family.

You even took the time to help my family with investment ideas and guidance.

When I wanted to help with the purchase of my son’s first home, you guided me through that process, too.

I don’t worry about my account because I know it’s in capable, caring hands — and that peace of mind means a lot to me.”

- Ellen L. Client since 2012