I first met Shipley as he was going door to door in our neighborhood. I admired his determination and grit. He was also very personable and easy to talk to.

I gave him a chance about 3 or 4 months later. I'd never worked with an advisor before. He made the process so easy and spoke so I could understand it all.

And then we met his branch administrator, Mark. These two are a GREAT team. Shipley's energy is only matched by Mark. They make you feel like you matter and truly want to get to know you.

We moved halfway across the country and I will not change my advisors. We still work with them living two time zones away. I would recommend to any one of them. Not only are they great people, they have truly helped to secure my financial future.