My family has done business with Andy for over 20 years and he has done a great job of managing our money. He has done so well for my wifes family that we moved our money from our long time advisor to him about a year ago.What I like best about Andy is that he is a straight shooter. He is not the kind of guy who keeps telling you that you need to save more each time you talk to him. First time we met he looked over what we were doing and made a recommendation to change our strategy a little.I then when asked if we were on track with our saving he told us we had enough to retire now at age 49 if we wanted. We finally had peace of mind.

I have worked with Erin Kinney to establish ERAs for my kids college and my wifes IRA. Erin is a true professional who will do her absolute best for you! She knows her stuff inside and out.