I’m very happy with Jason and how knowledgeable he is. He knows that I hate talking about money but he tells me that’s ok because he loves talking about it! I feel very comfortable knowing that Jason is looking after things for me and I appreciate his encouragement even though my portfolio isn’t huge. I would (and have) highly recommend him to others.

Chris Lowe was absolutely phenomenal to deal with. He was able to help get our company set up with group benefits from inception to completion with a tremendous amount of patience and flexibility to our working environment.

I appreciate how Jason takes the time to explain things in words I understand. Shelley and the office staff are always on top of things, even when I'm not. With their help, my modest investments have already grown, and I'm eager to continue working with them in the future.