Both Megan and Jamie have gone above and beyond in so many capacities. We are extremely appreciative of the continued solid professional financial advice. Jamie has been involved with our estate planning for sometime. It is so reassuring that he looks at this from all angles - custom to our own personal needs. We truly value and hold his advice in high regard. His knowledge base is by no means limited to estate planning. He has helped us in regards to mortgaging, available extended medical coverage, educational accounts, small business, as well as income tax. He Has worked closely with our accountant -‘ where he was clearly well respected. Both Megan and Jamie are approachable - always available in a timely manner. I have and I would highly recommend their services.
Donna C.