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Holly was recommended to us by a mutual friend, and after having worked with her we can see why! Before working with Holly, we had been interviewing other advisors, but never felt like the person we were interviewing was a right fit until Holly. She is professional, caring, and answers all of our questions in a thorough and timely manner. If Holly doesn’t know the answer to something, she takes the time to research the answer. Holly helped us with our life insurance needs, as well as setting up a RDSP for our son, and made our family’s needs a priority when recommending what was best for us. We appreciate the work that Holly has done for our family, and we would recommend her for your family as well.

Denise D.