Shawn was very helpful in transferred my personal and retirement accounts from another financial institution. He has been much more invested than our past company and shows personal attention to our financial success. His office administrator, Lori, has been fabulous as well. They pay attention to detail and have excellent customer service! I would highly recommend his office!

Great company to work with. Trustworthy, and extremely knowledgeable. Lori makes your experience welcoming from the moment you walk in. Shawn is current and up to date on the best ways to maximize your investments.Five stars across the board

Shawn & Lori helped me create a plan for my financial future! It was built specifically around me and my families life plan. It will help us achieve our dreams and goals! Thanks so much!