It took me well over five years to find a company that I could trust with my retirement funds.  Brett really takes care of me, always and fully answers my questions, and makes me feel like I'm his only client." - Cathy

“Our family represents three generations of clients with Jay at Forteris. As parents and grandparents, we have watched as each generation began their financial journey in his capable hands. We can say enough good things about the way in which Jay has interacted with each family member - from establishing a growth portfolio for the younger folks to managing business and personal wealth for us and our children." - Diane & Marvin

"First and foremost, Jay delivers results. For us, that is a minimum expectation of an advisor and from Jay, we get that and far more. It may sound cliché to say, “he cares,” but he does. Jay is finely attuned to our risk profile and our lifestyle needs, and his actions always reflect that understanding. We have worked with Jay for more than 20 years. It’s easy to like your advisor when the market is flying high, but for us, when the inevitable market dips come, Jay always provides a steadying presence – and does so with a sense of humor." - Leslie & Adrienne

"Jay has helped in multiple aspects of my finances. Whether it is planning for college expenses, retirement planning, and even maximizing the benefits from my employer, Jay was able to help guide me through tough financial decisions." - Doug