Jennifer Newell Nikki is fantastic! She is super helpful. She let me know you partner with other credit unions which has saved me from having to make an additional stop while running errands. Great service!
Jen & Zeb Rodes Jarrod is very knowledgeable in accounting and the supported technical applications. He is always able to answer all our tax questions. He does a great job of knowing new laws/rules and is able to explain them in a way that I can relate to. He has been super helpful in understanding the small business supports that have come out in 2020. He is always able to give details on why something needs to be done a specific way so that I am able to see the bigger picture. I appreciate his dedication and assistance!
Gus Woods I have been with Edward Jones for 2 decades and most of that has been with Schelley. I have ZERO complaints. She is honest, transparent and a pleasure to work with. The front desk ladies are great as well.
Carley Wecks Using Maxem advisors for over 25 years, my husband and I have been more than satisfied with the professionalism and competency of this group as well as their integrity and care for us. They have become family and we have recommended several members of our family to this service.