-
November 2020
PJ is a rare professional. He genuinely got to know me, my family, and our dreams. Then he went to work crafting a plan custom-made for us. More importantly, he joyfully encouraged us and took the pressure off by building our plan one small step at a time.
-
November 2020
PJ has been our advisor for two+ years and consistently provides us sound and helpful financial advice. He's the financial coach we've needed and brings a level head and a great listening ear.
-
November 2020
PJ is a dear friend. He is also a wise and trusted advisor. He has been so helpful, patient and attentive to us. I have so appreciated his kindness in educating us along the way.