Andrew Lee became my Financial Advisor after my long term Advisor retired. It was an adjustment to shift to someone new, but Andrew immediately took the time to get to know me, understand my situation and goals, and he took the time to explain things to me, before making any changes to my portfolio. His focus is always on what is best for me, his client, which I appreciate. But what has impressed me the most, is how Andrew has helped me in the last 1.5 years as I experienced some significant life (personal and professional) changes, which have an impact on my financial future, plans and goals. Not only has he been patient and understanding, his professional advice has helped me navigate these changes. He listens and takes time to understand my needs and concerns and then explores different options. His integrity, client focus, and desire to do what’s best for his client, make him my trusted Advisor. Thank you Andrew!