Chris Heaney

I have been working with our adviser Chris for over 10 years as well as my mom. We appreciate that he breaks down things simpler for my mom who doesn’t have a financial background but knows her thing or two around investing (terminology). Basically they take care of my personal life insurance policy. They have the best policy out there on the market and my annual meetings with Chris are always a pleasure so that I know where I stand. We sat down recently to work on some of my financial goals for 2015. I believe that it is something that most people should do, especially mine and the next generation. Chris has a chill casual personality which I appreciate as I am not down for that whole Corporate phoney image.