Initially, Sheila was assigned our portfolio when our old advisor retired, so we didn’t really choose her. But it soon became evident we were just where we wanted to be – with someone with enthusiasm, confidence, vision and expertise. We have always been impressed with the availability, affability and ability of Sheila and her team. There is a consistent, positive presentation by all the team members at their office, and their attention to detail is excellent.
An amusing story:
Early on in our working relationship with Sheila, Bob’s father was worried about his son’s investments. He was secretly convinced that Bob, as a doctor, did not have “the head” for financial matters, and surely couldn’t be counted on to find a good advisor. He admitted, after the fact, he had checked with his accountant about Sheila’s competence as a financial advisor – for his own satisfaction, not ours! – and the response was that we couldn’t get any better, after all, she has just won an award for her work! We just smiled, because we already knew we were with the best!
In a very respectful way, Sheila has always worked with us in regard to our financial planning – our wants, dreams, needs – while helping us to blend them with the realities of life (i.e., taxes, savings, etc.). We know we are in control of our own “destiny” – able to make our own decisions along the way. At the same time, we have the knowledge there is a “safety net” of expertise to draw on, and that the advice is sound, so it behooves one to listen!
We firmly believe we would never be in the positive financial position that we are, without her guidance & expertise. Dad was correct, in a way. Although we know we are competent, intelligent human beings, no one can be the master of all – that’s why there are specialists in every area of life.
Sheila, Glenda, and their company, are masters of financial planning. It is their business to know the rules of engagement with regard to financial matters. We chose them to help us navigate this area of our life, in concert with us. We believe it is good management to find that kind of guidance, so we can get on with working in our own field of expertise, having the knowledge and confidence that our financial issues are being attended to.