What our clients say:
"I have enjoyed my meetings with Sheila because of her non-aggressive but very effective style, and wouldn't hesitate to recommend her to anyone." J.S.
"I know you have my best interests at heart and that means a lot." D.F.
"I appreciate the explanations and information you readily provide for any transactions relative to my portfolio and, as well, to any questions I have. I am very pleased you are my financial advisor and look forward to many years of your financial guidance." J.S.
Personable, dependable, knowledgeable, approachable and trustworthy are characteristics that come to mind. I would really recommend working with her." M.V.O.
"After the advisors we've had, you are a breath of fresh air and I honestly believe you have your clients best interests at heart, so thanks for that and I am resting better." P.G.
"Thanks for the explanations. You have taught me to be more aware of where my money is being invested. As a client what I see in you is someone who enjoys what she does and cares about each investment and your excitement level is obvious. I think you are actually having fun with your career choice. That tells me you care about what happens to my money. I have never had this level of service from any of my previous investment counselors. So I thank you for that" F.B.
"This is the first time I have had an Advisor that I do not feel intimidated by. Sheila makes me feel very comfortable. She has the patience of a saint because she will keep explaining until I understand. She is very responsive to my needs. She always returns my phone calls promptly and follows up immediately. I always enjoy meeting with Sheila. Even though investments are a serious business, we still manage to have a few laughs! If you are looking for a great Advisor, call Sheila." D.D.
"Dear Sheila, I was to my accountant yesterday and twice he commented what good work you are doing on my behalf. Praise from an accountant must be the ultimate compliment. I thank you." J.M.
Sheila I am so happy that I found you. I.D.