My wife and I have been working with Bethany for about 2 or 3 months now. We are not big investors and are not dealing with a lot of money, but she has always given us the high roller treatment. We don't know much about investing in general, but Bethany has always been able to explain the complex world of finance and help us make decisions that will benefit us in the long term. She's careful to ask questions and get to know what our real priorities are, and custom built a solution for our retirement. I wish we had seen her years ago.\r
Also, Gina in the front office is very competent and polite. While, due to our schedule, we've never met her in person but all of our phone interactions have been pleasant and left me feeling confident in our choice of financial planners.