Lynn L.

My advisor has guided me on my financial journey through biblical wisdom and technical expertise. He has helped me determine “how much is enough” to retire with financial freedom and helped me implement the plan to achieve it. His diligence to my financial situation and breadth of knowledge around tax planning and investing, allowed me to take an opportunity to convert some of my retirement assets to a Roth IRA, which has had significant growth and drastic tax savings for the future.