"Jon & Niki are extremely customer focused, do an excellent job managing our assets & providing great financial advice. They watch our portfolio actively & suggest asset allocations that strive to meet our retirement goals."

- Cal B.

^{This statement is a testimonial by a client of the financial professional as of 11/06/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}

"Jon and Niki have been true to their word since day one. We formulated a strategy together and they have executed it exactly as planned. Whenever we have questions they are always available to support. Finally, they have also provided several "social" outings for their clients, and its not only to spend personal time with Jon and Niki, but its great to talk to their other clients and get their perspectives as well."

- Tracy S.

^{This statement is a testimonial by a client of the financial professional as of 11/03/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.}