I have found both Tawna and Megan qualified at their positions and very responsive to any of my investment and financial requests. I trust them with the knowledge that they show in dealing with my investments. Tawna has shown to be quite understanding even if I do something that may not be the right way to run finances according to Dave Ramsey’s plan (the 7 Baby Steps). I appreciate the fact that she allows her clients to make some financial “side=steps” (like financing a car), although I have learned a lot from her in how those “side-steps” can be restrictive to the ultimate financial goals that I may have.