“I hired Nathan almost 2 years ago and I really like working with him. He is a clear communicator, responsive, and has great integrity. I gave him the framework for the conservative plan I wanted and he put together a great plan for my client and the right investments. He also helped me to rebalance at the perfect time as the market turned down during Covid.”
“Kent takes the time to fully understand my comfort levels and financial goals. I am very grateful that I have the best plans to meet my personal financial needs.”