"His desire to meet my needs. He has an excellent set up with a team of folks backing him up and analyzing investment recommendations. He has given me great advice, but most importantly, he has responded quickly and well to what I have needed."

"Dirk took the time to gain a comprehensive understanding of our financial and personal goals."

"Open, honest, knowledgeable, covers all the bases and looks out for our individual needs."

"We believe Dirk has given us good advice in respect to our finances in retirement and have benefitted from his direction. We enjoy the many educational events pertaining to other aspects of financial or personal health, and their efforts to keep in touch through quarterly newsletters and weekly thoughts on the current financial situation."

"Dirk and Pam clearly care about us!  It shows in every engagement, discussion, and meeting"

"It was the best decision we have made concerning our long-term financial goals.  In addition, he has worked hard to make both of us feel comfortable with his recommendations."

"I was so worried about retirement and what that would look like and could I manage all of the different investments we have.  But now I am confident I can live the life I want without worry and that he will always be willing to help and find ways for us to meet our goals."

"I would do it again!  Has a team in place that has investment management expertise!"

"The presentations make sense and there is no pressure to follow a particular recommendation.  The decisions are made by us."

"His honesty, integrity, friendliness, and openness.  Dirk explains things about the finance world that makes it easy to follow and understand. "

"Thank you again ever so much for relieving a huge burden for me. I really am at a loss for words to express to you how much your time, expertise and friendships mean to me!”