Our Collaborative Team
Working together as a team generates amazing results.
"We have worked with and changed banks, mortgage brokers and lenders, we have changed mutual fund sales people yet through this process Brad has always been a central resource for us and we plan to continue working with him while we are overseas. Brad doesn’t pressure you into making any decisions or taking any action; he will patiently explain and reiterate the information he wants to convey until you understand the concepts and see the benefits of his advice.”
Jody & Dale Osmond, Devonshire Solutions