Brian Kinnaman

Justine Zhou is a lifesaver! After my last promotion at work, I wanted to take a more proactive approach to my investments but didn't know what I was doing. Justine listened to what quality of life I wanted and helped me set up a perfect plan. While we were at it, I mentioned how high my last tax bill was last year, and she reviewed my last year's tax bill for additional credits and deductions. Thanks to her I'm going to save money come tax season and have my long-term plan in place.