Client Testimonials

I began working with Craig and Tim after my divorce needing planning, life insurance and investment support to take control of my financial needs in my 50's through the rest of my life. They have been highly knowledgeable, competent and responsive advisors whom I trust wholeheartedly.

I look forward to benefiting from their support for years to come.

—  Ellen Robinson, Managing Principal, Robinson Coaching Group


Craig, Tim and team have become part of our family. We have worked with them for over a decade and whenever we need them, they are there.

I never have to worry that they are not looking out for our long term future!

—  H. John Oechsle, CEO and Board Director


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.