Biggest thanks go to Lee for being so helpful, knowledgable, and patient! We have been working with Lee for about 6 months now and he’s helped us get a much better handle on our finances and our insurance. But more than that, we’ve had the pleasure of getting to know an outstanding guy who is honest, funny, very clued up on what he does, and goes out of his way to make things easy for his clients. Lee is exactly the type of person you want to entrust your finances to. Thanks mate, you rock!