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Mike and Shannon P.

We have worked with Chris for seven years and he is more than a financial advisor, he is a trusted friend. Working with Chris has helped us achieve financial goals that once seemed impossible or reachable only in the far distant future. He does an excellent job at breaking the big picture into small, manageable, steps. He’s great at both casting vision and walking you all the way there. Working with Chris helped shape our financial future in irreplaceable ways. We cannot recommend working with him enough.

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