Client Testimonials

"Hi Anne,

Just wanted to take a minute to thank you for the patience you gave me after the very emotional death of my husband in November 2014.

As you know the administration of my husband's estate was very unusual and thus not straight forward to settle. These usual circumstances where out of our control which made the financial end complicated to resolve.

Whenever I called you with an estate issue you were always willing to listen to each road block I was trying to resolve. I always felt you gave me sound advise which helped me solve many of my issues. I felt you went over and beyond your job as a financial advisor. In each situation if you didn't have an immediate answer you were able to contact people who had the answers and then you passed that information to me. In other words you took the time to help me even when the issue didn't involve you and/or your company directly. I always felt calm and confident when I spoke with you knowing you would give me a solution to each of the complicated issues I presented to you. I am so glad you took that time to guide me through the most difficult time of my life.

As I reflect back on the estate/financial situation I fully understand the importance of having a financial advisor like you who is willing to be compassionate and helpful to her/his clients even when times are very stressful. You truly help me through a very emotional time in my life when I wasn't able to think clearly or objectively, nor was I able to make a sound decision on any aspect of my life at that time.

Thank you Anne, for being there for me when I felt like my life was falling apart." - Shirley Showler

"Anne has been our financial planner for several years. She is excellent at keeping in touch and responds very promptly when we call her. Anne is very knowledgeable and stays on top of current tax legislation as it relates to investments. She uses a variety of financial tools to help us understand our portfolio. She researches and then makes recommendations for our investments with explanations of her reasons, while still listening to our ideas and suggestions. Anne helps us to feel confident about our financial future." - Jim and Jennifer Hopeson

"The first time I met with Anne Leeson, she puts you right at ease & that you can ask any questions, no matter how trivial. She is very personable & professional. She takes the time to answer all your questions" - Lynne Wohlfahrt

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.