5 /5 Zachary Robinson: Ive known John for quite some time now and he finally convinced me to come in to his office, sit down and go over my portfolio. Reluctantly, I let him look over my portfolio and one thing stood out. John never told me what I should be doing. He asked me what I wanted my money to do and what my goals were. He asked me my feelings about certain types of investments and walked me through the ones that I did not understand. John gave me an unbiased education on the different forms of investing, his professional opinion (based on my responses to his questions), then asked me how I would like to proceed. It was a breath of fresh air to not be told what to do with MY money. John has earned a shot at managing and growing my portfolio and I look forward to working with him for years to come.