Our son graduated last week from Catholic University. It’s been a quick five years since we first sat in your office. My wife and I were talking today. We both agreed, it would have been tough for us to get to this point without your help. We wanted to say THANK YOU! We’re in a much better place today than we were five years ago. Our daughter finished her freshman year at CUA. So, we’re well on our way. Thank you again!

They made it very easy to talk about our personal finances and were always willing to listen and help in any way they could. We are very pleased and thankful to have them in our corner.

I wanted to advise you, John, and the whole staff that our son made the Deans List in first semester at the university. The school is a good fit for him and he seems to have really taken to it very well. He is studying hard and doing an outstanding job in his major. We are very proud of him. Thank you again for all of your support

John has helped us begin to plan for our son’s educations. We trust John’s expertise, advice as well as that of his associate. We appreciate his cheerful personality and sense of humor that helps keep you from diving into a depression when you see the college cost figures