June 15, 2023

I honestly didn’t know what to expect going into this meeting. I just knew that I had a lot of questions and confusion on 401K in general.

You were way more than helpful during our entire meeting. You helped me decide which plan best suits my current needs, and you answered my questions without making me feel belittled for not knowing. We were only scheduled to meet for 20 minutes, but you stayed on the meeting and talked with me for an entire hour. That was so thoughtful of you, and you don’t know how much I appreciated that!

Money is never fun to talk about, but people like you who can help individuals that don’t know a lot about it are needed. It’s an extra bonus when those individuals get to work with someone like you, who really helps and is sincere about it. You can tell that you want the best for those you come into contact with, and it shows 😊

Thank you so much for all your guidance and assistance yesterday.

*The statement was provided April 13, 2023 by Kaitlin Erickson who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.