I truly appreciate the updates that you send. They are always informative and provide a bit of a rudder in these times with all of the hype in the news and the volatility of the market. I also appreciate your availability and willingness to discuss concerns. This was especially vital when after meeting with you recently I realized that I had made an error on my tax return regarding my investment. This made a huge difference and I may not have otherwise noticed the mistake. Thanks again for the encouragement and information during these times.

I lost my husband some years ago and was left raising 3 young boys. Lyle was instrumental in establishing everything needed to assure our financial wellbeing. I am so thankful to him that steps were taken during my husband’s illness to do the life planning which continues to this day. Lyle’s experience has provided a high level of financial security for us… and he does it in a way that is always sensitive to one’s emotions. He has a wonderful way of explaining complex strategies in an easy to understand manner. We are very grateful he continues to oversee our finances.

It’s great to have highly skilled financial professionals looking after our business interests. Lyle and his team have been highly beneficial in helping us improve not only our business model but our personal planning as well.

Choosing a financial advisor isn't always easy. Most financial advisors are only in it for the short-term, so you really have to be careful whom you choose. With Lyle, I am confident that I made the right decision.