June 2021 by Victoria R.
This advisor is a crook. He is working with Paula Johnson stealing money from the investment of life insurance proceeds. He cheated my mom, and now he is working with my sister, doing the same to me. My sister and Bruce, have been using my money for their own purpose, and in the the first 2 months, he invested and sold my little bit of inheritance, and lost around 8,990.00. Paula with his help, refuses to send my any statement, or do perform the duties of a trustee , for an elderly person. I got a check today for one month in the amount of $116.04 , on the original amount of over 127,000.00.