5 /5 Mark Schlichting: Tim Villhauer has done a superb job of helping me manage my IRA over the years. He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio. Traci, his Senior Office Administrator, is also top notch. She is always letting me know if forms need to be completed and if deadlines loom. Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced. Thanks, team!
