Robert Lockhart - Raymond James - Napa (CA)

Josh I can’t tell you how great Kathy is. Always helping, understanding, and genuinely cares about the customer. If you’ve ever called up and got her on the line you know this review is the truth. 5 stars.

Kevin Coryell I have been a client of Kirk Sheby for 6 years. He has always been very helpful, knowledgeable, and personable throughout our relationship. He has helped me with everything from financial planning, retirement planning, and more recently, my student loan debt. Most importantly, when I call or email him he always picks up or responds quickly. Highly recommend!