Shawn Weidmann - Raymond James - Vancouver (WA)

Maria *Lupita* Torres My experience here was great! Muy amable Lenny, very nice and professional. He made sure I understood everything through the whole process. Coming from someone who never asked a lot of questions I never needed to because Lenny had the answer before I could even ask the question. He’s bilingual and made me feel comfortable the whole time even if I would’ve decided to not move forward with a policy he always kept my priorities first. Highly recommend!!

Caren Roberts Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!

Arianna Cozart Both of the OBanion brothers are the best insurance agents Ive ever dealt with! I use them for a variety of different types of insurance and they are always patient, thorough, and very responsive. The price of the insurance is the lowest to the other companies that Ive shopped or ever used previously.

Jared Premier Construction Services Jeff and his team have helped me a ton over the years. Whether its with my home, auto or my business they have exceeded my expectations.

Dan D Thank you Tracy and the greater for helping me out with a very high level of urgency. Your quickness helped me not loose a deal. Thank you again.

Shawn Bell Kj

Gillian Muessig Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.

Marcus Mazique Great person and has helped me with my finances for 30 years. I would highly recommend her