Testimonials

What People Are Saying

My family has been trusting them with all our finances for decades. From our trust documents to retirement investments, they have taken good care of us. We can’t recommend them highly enough.

— Peter J.

All the attorneys are very detail-oriented and committed to their cases.

— Maria S.

Brad represents the best of a caring, consultative and experienced attorney.

— Win Englebert Vice President, Business Developement Officer at Bank of the West

Has done excellent work for us over the years and I highly recommend.

— Barbara Nyegaard

The inventive strategies and commitment to clients is unparalleled.

— Cody Price Director of Business Development at CannaWyz LLC

Extremely knowledgeable on a subject that is near and dear to my heart: Self-Directed IRAs.

— William Exeter

Brad is a rare combination of rich technical expertise with an engaging personal warmth, and pleasantly persistent follow through.

— RJ Kelly ChFC, CLU, CAP, RICP, MSFS, AEP

Contact us today, and one of our team will be glad to schedule a consultation with you.