"Easy to work with and great advice. Dave and team great to work with and know their stuff!!"
Eric B - Insurance Provider
"Kelly Ho is a great financial planner. Her professionalism and strong ethics shine through along with her friendly, open manner."
James Leong, Lawyer
"As the owner of a business that fabricates precision gears, I know the importance of paying attention to all the details. Kelly understands this concept and has always been a pleasure to deal with."