it is indeed my pleasure to know and exchange clients with Julie Widener, CPA, Director of Tax Compliance at Allegent Group! Our mutual clients breathe a sigh of relief when their accountant and financial advisor prepare behind the scenes for our meetings.

Doug Snider is a master at assessing and improving our phone system at the office! Doug coordinated with our office manager, made sure everything was in good order, and showed us how to make the system work better than ever!

I would like to Thank Mike Micci of Redwood Mortgage. He is always a great phone call when you need answers to questions others can't answer. Gives you the straight low down and if he cannot do it has a recommendation to who can. Is a good networker with people in his industry and you can tell he has done it for a while. Appreciate working with you Mike. Catch that Wave. Gary and Larry

I would like to Thank Joe Engle our estate planning attorney in the All Cities Network. I would recommend him to anyone for doing your estate planning. He is thorough in his assessments and follow up. You are in good hands here. He is a pleasure to close things with and is on top of the files. Have a conversation with him and you will know what I am saying. Gary and Larry

I would like to thank Marc Gertz of Reverse your Thinking our reverse mortgage specialist in the all cities group. He is on top of his transactions and knows his product. He also has sharp people on his team processing the loans working for him in the back round. Reverse mortgage loans are not simple loans with all documentation and he manages to make them look easy. Thank you for the trust in our team to get it done. Gary Bregman and Larry Christian

I would like to Thank Sid Jain of Money Mall for his quick responses on customers i have recommended to him. Makes all of us in the All Cities group look great. He is always there to answer questions and give explanations of his products. Appreciate his Follow up on transactions and comments during a troika. Thank you for being there. Gary and Larry

I wanted to say Thank You to Kate Armado of Enterprise Bank and her organization. They have been wonderful to deal with and the organizations management team is very together, and it shows with all the employees. We have held classes with them and it has been very well received. They have events every 6 months for people they deal with and it is exciting and always interesting as to where they hold their events. Keep doing what you are doing as every meeting gets better and better. Gary and Larry

Julie is a "gem", and she always thinks of me as her resource for reverse loans whenever she finds a client and a situation where they need help with a financial challenge. She cares about her senior clients and if a reverse loan appears to be a beneficial option for them for additional funds, she always refers them to me. Thank you for your trust and confidence in "me".

Caitlin and her Banking team attended a celebration of Juneteenth and a delightful woman paused at their booth and asked them it they offered reverse loans. Caitlin replied they don't, but she knows who does and immediately provided her with my name and phone number. I love being in everyone's "roller dex" and thank you Caitlin for your referral. I appreciate you and your friendship.

I wanted to thank Bob Chesney for making some outstanding testimonial videos from my clients. Bob, you made me look like a Rock Star!