Jody, in the front office is awesome! Not just working super hard, because my rollover from Mutual…read moreof America is simply the worst nightmare! Lacy Senate, Jody's boss, is so smart and knowledgeable about putting together a terrific portfolio. I love these two women!

About 20 years ago I switched to Lacy (Butler) Senate as my financial advisor. It was one of the…read morebest decisions of my life. As a novice investor, I rely on her recommendations. Over the years, in person and over the phone, she updated me on the status of my portfolio and answered my many questions. I truly feel she cares about me as an individual, not just my investments. She is the best!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Terry Hughes has been an absolute pleasure to work with and he made the experience of buying a home…read moremuch easier than I ever imagined. He understood exactly what we wanted and worked with our budget to make the impossible possible. I can't rave enough about him, he is a wonderful person and will never pressure anyone into making the wrong decision about buying a home. He understands that it is one of the most important choices a person can make and is completely trustworthy throughout the whole process. I would recommend him to a buyer or a seller because he knows how to get the best possible scenario for everyone involved. He helped us negotiate with the seller until we reached a perfect compromise and we were both happy with the deal. After having been in the housing market for a year looking for a home, I wish I had found him sooner because I truly feel he is a miracle worker!

Terry what's funny is in your original response you claimed you've never done business with me …read more... All the sudden you remember wow makes your lies more believable to others !

The best advisors around!! They give top notch, personal service and are so helpgul with…read moreeverything!! We aren"t bug fish investors and they yet they still make us feel like we are their best clients! Love them!

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.

Without a doubt, this is the worst bank in the area. I wouldn't recommend my worst enemy to this…read moreplace. Most of the time, the place is closed because they have been short staffed for 3 years. Which is fine, but also isn't my problem. If you need help, hire it. Management here and you can use that term loosely, has constant turnover, and each new manager is worse then the last. Let me save you some time and avoid this clown circus!!!

Only ONE person to help a waiting line of 6. Very poor service! They are very understaffed!read more