Bill & Alison I.

We have been working with our advisor and her team for over 20 years in both lean and fat seasons. We have found her advice to be wise, timely, insightful, competent, helpful, and fully trustworthy. She has a humble confidence expressed in her warm, relational, professional style. She and her team have been instrumental in helping our family steward our financial assets and give generously. We heartily recommend her – she will bless you!