Kelsea Conlin We started working with Ben & Cody earlier this year, and our experience has been excellent. They have not only truly taken the time to get to know us & our financial goals but also have patiently walked us through every step of their process. Their recommendations have been very thorough and personalized, and we love how they provide multiple scenarios/possibilities for how to reach different goals. Theyre also highly responsive and its easy to set up meetings with them. Most importantly, we trust their advice implicitly—working with them has given us newfound peace of mind about our finances. If youre looking for a team that is incredibly knowledgeable *and* genuinely has your best interests in mind, Cody and Ben will be a perfect fit!
5 /5