I am not financially driven… unfortunately not super interested at times. I never realized how having a good wealth manager could actually help me live life better until this fall. So thank you for helping me be braver and feeling safer financially. It has really helped me push forward and now I am better able to realize many non financial goals (more free time, more flexibility to travel, more interesting work…). Your knowledge and great rapport with both of us is so appreciated. So thanks again Jesse, you do a great job, we are so happy to work with you!!

-Kia