Heather Brown & Wallace Kearney
Kelly and Adam are a good professional team who obviously enjoy what they do and eagerly accept the challenges we have presented to them. They took the time to look at our individual needs and then planned a short and long term strategy.
To do this, they helped us define our goals and then established strategies to deal with our incomes, investments, taxation, estate planning and our changing financial requirements as we get older. We are contacted on a regular basis to meet with them to review our financial situation and they continually explore and utilize creative opportunities to maximize our financial opportunities.
Kelly and Adam explain things in a way that is easy to understand, provide the documentation we need to keep organized, make recommendations to change our portfolio as the market dictates and respond quickly to all of our requests.
Their knowledge, integrity and combined experience is reassuring in these economic times and with their careful management, we have been able to get our finances in order.
We are so confident of their abilities, advice and guidance that we recommended them to our daughter who is just starting both her career and her financial planning.