Andy's team with Sabrina leading my assistant and ...

Andy's team with Sabrina leading my assistant and I through the process of updating my website was a smooth experience. My new website goal was to create a better communications experience for my small yet sophisticated group of clients (totaling 15 with over $300M of AUM). Andy has put together a group of amazing "truth teller thought leaders" with Bob Keebler (tax), Craig Isaelson (strategic long-term investment strategy), and Fritz Meyers - with his fantastic monthly economic webinar updates. And all of their resources are available for me to use on my website (or in other client communications) to help me better connect with my clients.