I have been working with both Dean and John for almost 2 years. I have found their service to be very responsive and professional. I especially appreciated their pro-active nature in managing my portfolio when COVID hit. They were quick to contact me regarding reinvesting funds to avoid some of the market impact. I believe they are trustworthy and feel confident in recommending them to other people looking for wealth management expertise and services."
"
- Paul C
current client, CMO of a major online retailer
John doing his "I'm outta here at 59" smile.
