Blake Miller 1 year ago my wife and I decided to get more involved with our investments. Our current adviser had been doing a poor job to say the least. We interviewed a number of reps before picking AJ. We couldnt be happier. He has treated us like we are his biggest client (although we know we are not) and has done one hell of a job managing our money and getting me insured. He is always available to answer our questions and does what ever it takes to make our life easier. I would highly recommend him.
Jon Hoffman Kyle is very responsive to calls, texts, and meeting requests. He is able to explain and attend to my financial needs and makes it simple. I would recommend him to any family member or friend looking for an advisor.
Trace Oswald Blake Wallace is a very knowledgeable financial advisor whom guided me through all the in’s and out’s of investing. I had never before invested a single dollar in the stock market yet he really helped me understand how everything works. Honestly, I was very pleased with his face to face meetings and walked away every time knowing I made the proper choice with investing a substantial amount of money with his firm. Thank you Blake Wallace for everything and I pray for many more blessed years to come!
