“From the first contact (phone) to the meeting that matters most (conference room) I was impressed with the right combination of qualities needed in the world of estate planning: a friendly but conscientious, personable but proficient, overview of how you can help my special concerns, but later the details on how you can implement our plan. Every team member is proficient. I appreciated it, especially since you, Matt, broached every possibility (the foundation). Maybe one day we can do that. I Appreciate Patti Jo’s gracious attention to my lengthy list. And Stephanie’s smooth handling of my last-minute calls along with her co-workers’ help. I am pleased and at peace with our results.”