5 /5 Chris Sookhai: I have been with Daus now for close to 5 years. Since then the team has expertly managed my entire financial portfolio and given solid advice to me regarding other personally controlled assets and investments. Trenden has been incredible at helping me to learn more about financial planning. He has given me peace of mind through thorough analysis and assessments of multiple pathways for my investment portfolio by providing solid insights and recommendations to strategies that fit my current and future lifestyle goals. While I am still quite a ways from retiring, I have absolute confidence that they will be able to support my financial needs when the time comes to retire.
Looking forward to many more years to come!