Jay was outstanding He answered all of my questions Gave me suggestions and backed them up with sound reasoning I was most concerned about filling my retirement paperwork We completed the forms seamlessly My TSP fund needs to be converted to an IRA We talked about that extensively No pressure I feel confident that Jay was looking out for my best interests He made an otherwise stressful experience one of hope and confidence for the next phase of life

Sir,
I'm so glad to have you as my trusted financial advisor. I'm grateful for your knowledge!!

I could not be more pleased with the meeting I had today with Doug. Very knowledgeable and very helpful. A must for any federal employee who is thinking of retiring.