Excellent service and knowledge of our account. Personalized, positive communication.

Talon is awesome to work with and we look forward to our annual planning meeting with him. He's got us on track for retirement and gives great advice on our investments.

I've been working with Talon and McKay for the past three years, and I can't recommend them enough. They're incredibly knowledgeable, but also so personable and fun to talk to. They've helped me invest wisely, plan for both the future and the present, and understand exactly how much I need to earn and spend to stay on track.

They’ve also walked with me through some really stressful and difficult financial times, always with patience, clarity, and support. One of the things I appreciate most is how respectful they’ve been of my personal values and life choices. They’ve never pushed their own agenda—instead, they’ve helped me reach my goals, not just the ones that might benefit them the most. That support has helped me feel more confident in choosing my own path and how I want to use my money.

I always leave our meetings feeling lighter, more grounded, and genuinely happy. It's a gift to work with advisors I trust completely—who make financial planning feel empowering and even enjoyable.