Broker Check

Client Appointments and Covid19

| March 19, 2020

We know many of you are facing uncertainty about what health risks you face when leaving home.  We want to assure you that we welcome any request to change an in-person review into a telephonic review.  Moreover, for those of you who want to visit us in person, we are actively following CDC recommendations and cleaning all surfaces in our office and consistently washing our hands through the day to make sure your time here is as safe as it is enjoyable and productive.

Please know that we are here actively and successfully working to protect what you have grown.  If you have any questions or concerns about your portfolio, please don't hesitate to reach out to our team. 

Thank you, 

Anna Luke