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Brad & Nicole

We have been working with Paul for the past 3 years. After "shopping around" for a new financial planner years back, we met with Paul and immediately felt his guidance and knowledge aligned with our beliefs and needs.

Over the past three years, Paul has always kept extremely close tabs on our finances and contacts us regularly with advice about further financial opportunities. We have complete trust in Paul with our finances and know he has our best intentions in mind. His office staff is very professional, accommodating, and a pleasure to work with.

We know that everyone is just a short phone call or email away. We have no reservations recommending Paul's services to our friends and family.