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What Clients Say

"Heather's been providing me with investment, retirement, tax and estate planning advice for well over 10 years now. She's always personal and professional, it's obvious that she cares. Heather has been there with advice and support - when my wife passed away, when I downsized, when I needed to help out my son, when I experienced a health scare. I have confidence and trust in Heather and am glad to have her guiding me through this and future stages of my life."

–R.B.




"We have appreciated Heather's guidance for over 15 years and have benefited from her financial planning and investment advice. Heather and her team are efficient and promptly respond to our concerns. We continue to feel safe in Heather's hands.

–M.O. & H.O.