“Teri has been extremely helpful in preparing and updating our Wills, Powers of Attorney, and Healthcare Directives for our family. Jim and Teri helped me put together a Buy-sell agreement for my business along with helping many clients of mine in dealing with their specific estate planning needs over the last 15+ years. Teri, Jim and their staff are very knowledgeable, responsive, and warmhearted who made us feel right at home in discussing difficult estate planning concerns. I will continue to refer friends, family, and clients to Teri and Jim for as long as they are in practice.”
Michael C. Costigan, Financial Advisor
Ameriprise Financial Services, Inc.