Tracy V. Enns has been our financial consultant for the past six years. In this capacity, she has helped us with our retirement planning, estate planning, and investments. She has been honest, reliable, hardworking, conscientious, and courteous.

When we began working with Tracy, we had very limited background in financial planning. She took the time not only to set up our finances but also to explain the process so that we could understand and make better choices for ourselves. She continues to oversee our portfolio and guide us on an ongoing basis.

We have found Tracy to be highly ethical, always working in our best interest. She is always available to answer any questions we may have, does research on our behalf, and maintains complete records for us. Her honest, conscientious work has helped us feel confident in our retirement.