Duane is knowledgeable and accessible either by phone or email. An individual who has a pleasant personality and values his customers desires. He is punctual and organized, ready to track action and closure to agreed deadlines. He will obtain in-depth, researched information through his administrative network to make sure that all your questions and concerns are answered.
A professional that has your respect and you feel has your best interests in mind, is someone you want to recommend to your friends and family. This is something Joanne and I have done repeatedly during the 5 years we have been working with Duane. He has continuously shown respect for our goals and has supported us in reaching many of our life decisions. Duane is a trusted resource who frequently takes extra steps to ensure that all scenarios are considered and that options are clearly explained before a decision is made.
I am writing this to express my gratitude for the excellent service I have received over the years. Not only have you been able to deal with my "complicated" business dealings but my family's matters as well. Your enthusiasm and commitment to me as a client and friend is both respected and appreciated. I would with pleasure refer your service to anyone who is looking for quality, efficiency, effort, good information, and personal service.
In allowing a financial advisor to manage our savings and our future financial security, the most important thing for us is to trust the individual. Duane is an honest, conscientious person in whose abilities we have great confidence. For us, the whole reason for having a personal financial planner is to have a competent person advising us as to how to invest our money wisely and to plan adequately for the future of ourselves and our children. We needed someone who could handle our affairs so that we wouldn't have to! Duane has fulfilled that role and we look forward to a long and productive relationship.
Duane is a highly motivated, client-centered, people-oriented investment counselor who has a genuine concern for the financial well-being of his clients and their families. He is knowledgeable, current, and well trained in financial planning. He has tremendous energy and enthusiasm for his work, and is constantly looking for new ideas and innovative ways to help his clients. He is easy to reach, either by telephone or by email and is quick to respond. He is not just an investment counselor but has become a true friend of the family.
Investment knowledge, understanding client's goals, desires and resilience to fluctuating markets and above all trust are critical attributes required in an exceptional financial planner. Duane has demonstrated these to us time and time again and we feel secure that our financial goals will be met.