I've always considered myself to be financially responsible, but in the span of a few years I had some major life changes — marriage, kids, and a business purchase — and I didn't feel like I had the time or know-how to get my financial life in line with my personal life. When I eventually sold my business, I was ready to make it a priority, but it still felt like a monumental task. In my first conversation with Jamie, she quickly put me at ease, reassuring me that my 'monumental task' was doable. She has helped me get on track, and has proven herself to be as capable as she is caring. She's organized and great at getting done what needs to get done, without making me feel rushed or pressured. She has taken the time to get to know me, answer questions, and make sure the solutions she's offering fit my needs — with consideration for how those needs might change. I'm always comfortable sharing concerns or asking questions, and I truly feel she has my best interests at heart. I'm so glad to have her on my team.

- S.V

November 2023

I was introduced to Lianne while I was negotiating a Separation Agreement with my former husband. I had been married to a man in the finance industry and he handled all things money and I, all things domestic. Immediately upon meeting Lianne, I was at ease and confident Lianne would handle my investments and manage my wealth plan. We just clicked. I felt empowered and supported right away. I quickly realized how important that was for me. My portfolio has grown in difficult economic times. My financial worries for now and my future have been relieved by Lianne’s work and support. And she has been a personal sounding board as I navigated my divorce and illness. Now, with those chapters behind me, I have bought and renovated a new home and am confident that my investments will support me during early retirement and into old age. Lianne has always taken the time to help me understand the financial issues along my journey. Lianne is professional, confident, and very good at what she does. She has surrounded herself with a complimentary team. I highly recommend working with Lianne & the Dream Team. A Powerhouse.

- V.M
October 2023

We started working with Lianne 27 years ago when we approached retirement from our wonderful teaching careers. We felt we needed more guidance with our wealth plan in retirement and in meeting our future goals. It was clear to us that we were going to require help in figuring out this next chapter of our lives together. We wanted to make sure that our future was reflective of who we were and what we wanted our lifestyle to look like. We connected with Lianne instantly. She took the time to really understand us and our personal and financial goals.  She dug deep to understand what was important to us and delivered a plan to help achieve just that. Lianne is someone who helps open your eyes with her knowledge, is professional, responsible, and very bright.  She truly cares about our priorities, and we have the utmost confidence in her as our Wealth Advisor. Through her thoughtful and well-planned approach over all these years, we know she has our best interest at heart. As a bonus, she is just so much fun to speak to and be around. We look forward to seeing her as often as we can! We would highly recommend working with her and her team. We have her to thank for our financial well being and the growth in our industry and investment knowledge.  We would not have been able to do this on our own.  We have always felt and still feel, we are in the very best hands.

- J.R & J.S

September 2023

I wanted a financial advisor who could be a true strategic partner to help empower me in planning my financial future. Someone who would take the time to explain various financial vehicles that I was unfamiliar with, bring the right people together to help me figure out the right amount of insurance, estate planning, investing and even credit cards that were right for me. That is Jamie. She took the time to understand where I was in my life, what my goals are and then she brought the right people together to help. I really feel like I have a financial partner who I can rely on to help me achieve my personal wealth goals.

- M.W

August 2023

The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client tesimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.