I got to know Yvette through my sister. She was friendly and patient when explaining to us during the meeting. I have gained new knowledge and perspective from what she shared.
It was an interesting and insightful meeting. What sets her apart from other advisers, is that she is not pushy and she takes the time to understand my financial goal and creates a tailored strategy to help me in achieving it.
From retirement planning to investment advice, her professionalism and expertise have given me the confidence and peace of mind I need for the future.