5 /5 Kali Gumm: Kelly is extremely knowledgeable and thorough when reviewing my options with my accounts. Her expertise in her field is evident, but she is also friendly and personable, which is very important to me when considering a financial advisor. When I first decided to invest, I had no prior knowledge about how to do so. Kelly did an excellent job of explaining my investments to me and the best investments for me based on the level of risk I wanted to take. She got to know my lifestyle and the kind of investments that would work for me before moving forward. Kellys assistant, Dawn, is amiable and easy to talk to, making my experiences in the office exceptional. Kelly and Dawn both keep me updated often and I feel confident I am getting the best service possible. I would recommend this office to anyone!