My husband and I have been working with Tyler Stief for several years.  I was a bit concerned about who would be taking over when I learned that Tyler’s predecessor was retiring, but I couldn’t be happier with Tyler.  I am not a numbers person, so I need a financial advisor I can trust to take care of my investments, so I don’t have to. He is down-to-earth, explains things in a way anyone can understand, and is never intimidating to those of us who know we need to invest but don’t want to make a deep dive to learn all the ins and outs.  He has made very good suggestions about how my money should be handled, and I trust him to take care of it.

Aisha Kamanu-Vicente is the relatively new “voice” of Align, and she seems perfectly suited for her position.  She understands she is on the front line and that someone’s first impression of the company may come from interacting with her.  She certainly made a great impression on me the first time I spoke with her.  I really appreciate her cheerful and professional demeanor.  She gave me the feeling that she would do whatever she could to help me. I was happy to find that meeting her in person confirmed the same positive impression I had from our first phone conversation!

*The statement was provided 08/25/2025 by Patricia Hartman 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.