038; I eventually took the step to develop a vision of the future and allowed John to develop a plan to supplement existing investments and appropriately protect that plan during the journey. The plan has had some stops and starts with the changing circumstances that life brings, but John was patient, generous of his time, redrafting as required and more than fair in how he charged for his services.Undoubtedly I feel we have real advisor who offers opportunities, listens to what we want to do, and is flexible but focused on helping us achieve our vision. I feel well treated by John and his staff whenever I need assistance and he has earned my respect and trust.&