Andy Stiedemann

"Very Trustworthy and highly Experienced"

It is already hard enough to find a wealth advisor, let alone finding someone you can wholly trust. Being a young couple trying to get our finances in order (while saving for a wedding), we needed an advisor who had our best interests at heart. We had very little experience with investment planning, and to be honest, we were very lucky to find Mrs Lisa Ashlin. She could have pulled us in any direction and we would have believed her, but Lisa was "all ears" right off the bat. She was very patient, very understanding of our financial situation, and extremely knowledgeable about investment strategies and vehicles. Most importantly, she took her time educating us on the strategies and vehicles, and why she was recommending them for us. We set up a plan together on how to best go about reaching our financial goals, grow our net worth, and we are still going strong! It's been about three years now, and we couldn't be happier. We've since leaned on Lisa to help us open our business, and have since adapted our plans to include the big change. Partnering up with Lisa was definitely the best decision we've made, and I highly recommend her to anyone looking to get control of their lives.

Date of experience: Nov 25, 2023

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