Breon is an “Advisor” in every sense of that word. Unlike some financial advisors, he is not sales motivated. For someone like me in the “advice” business, it is a refreshing change to deal with someone not motivated by selling financial products which don’t necessarily meet my needs. His proactive approach to financial planning has already put me in a much stronger position. With his help and advice, I hope to build upon this foundation so that my future is financially secure. I feel that he is someone I can completely trust, and therefore have no problem in recommending him to any friends or colleagues.






