March, 2020

Matt worked closely with my husband and I to draft our complete Estate Planning Portfolio. He was extremely professional and responsive as well as accommodating to our schedules. He delivered a very organized product while providing a service tailored to our particular professional, financial, and personal needs. He continues to work with us annually to modify our Estate Planning Portfolio as well. I appreciate Matt's friendly nature and sensitivity to the subject matter discussed. I would highly recommend Matt if you need an Estate Planning Portfolio drafted.

Lindsay, review from Linkedin