Around eight years ago, my friend Scott encouraged me to meet with Pete, long before I seriously considered working with a Financial Advisor. It was something I planned to do “someday,” but I had not begun the search. Because Scott knew my values and understood that it would take just the right person for me to feel comfortable, I agreed to schedule a consultation.

It did not take long for my instincts to confirm that Scott was right. Pete demonstrated deep expertise in financial planning without ever talking down to me. He was upfront about his values, his faith, and the principles that guide how he does business. From the very beginning, he respected my desire to steward my resources well and embraced his role in helping me shoulder that responsibility. I knew immediately that this partnership would work for the long haul.

Over the years, I’ve weathered more than a few market cycles that stirred up anxiety. Every single time, Pete has taken my call and helped talk me through the uncertainty. Not only does Pete show up for me time and again, his staff show genuine care and warmth that makes walking into the office feel more like a reunion with friends. It’s refreshing to feel valued and seen as a person—it’s more than business. I am so thankful to have this team on my side to continue stewarding my assets wisely.