I've been a client here for just over 2 years and I'm surprised this place doesn't have more reviews, so here I am! Just want to give a shout out to my advisor, Jamie Houston! We actually met at a networking function for young professionals in Vegas. She met up with me for coffee and asked me all about my dreams and goals for my life. We really clicked and I felt I could trust her, so I've been working with her ever since. I've since met several of the other advisors in the office and just LOVE this place! It's very professional, yet down to earth and I can definitely just be myself here. If you're in need of financial planning, this is the place to be!