I was widowed in my mid-50's and, like many widows, had the luxury of having been married to a man who was willing and more-than-capable of overseeing our finances. I was always kept informed and knew where investments and bank accounts were held. However when my husband passed away from cancer, it fell to me to pick up the financial ball and carry on. Bradley Van Vechten was "assigned" to my portfolio at that time and I cannot adequately express my gratitude for his expertise and compassion at the most difficult time in my life. Brad's knowledge and ability to clearly explain what many of us consider complex financial positions came at a critical time for me. I would enthusiastically endorse him as anyone's Certified Financial Planner as Brad continues to provide excellent advice and guidance, founded on his extensive knowledge of financial products and options, all based on my personal needs and goals. I know from personal experience that he places all of his clients' interests first and foremost in his business and I have the utmost trust and confidence in him and his advice. He has continually listened to my wishes, answered any questions and I look forward to a secure future thanks to Brad. Bottom line: My portfolio is doing well and I have a Financial Planner I respect and trust.