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posted Feb 7, 2011, 10:25 AM by Janelle deRocquigny   [ updated Feb 23, 2011, 12:19 PM ]

"Shaun has been our financial advisor for twenty years.  He is a caring young family man who has always been courteous and attentive to our needs.  He always has time to respond fully to our questions and is obviously interested in our welfare.  Shaun and his office staff can be counted upon to provide helpful advice and to complete changes to our investment portfolio in a timely fashion.  On our advice, one of our good friends has become a client and is happy with her decision."

Glenn & Donna - Longtime clients