February 2022 by Tim S.
I am so happy with my financial advisor, Lucas Kidwell. Lucas was recommended by a friend whom I respect highly for his financial acumen, among other things. I first had him handle my 403b account , and after watching my funds' performance even during a market downturn, now have him handling other funds as well. Lucas is able to explain why we are making the decisions we are making (in a way even I can understand), how this fits in with my risk level, and the rationale behind the decisions. In short, I am very happy with the decisions he has made on my behalf, and would absolutely recommend him as a financial adviser.