We have chosen Heather Holden as our advisor because we liked her as a person. We liked her enthusiasm and positive and friendly attitude and we trusted her right away and more than any other advisor we had seen prior to meeting with her. Heather is of course remarkably knowledgeable, very dedicated to her work and her client -- at least we feel she is dedicated to us as clients. She is patient, flexible, helpful and really fun to interact with. She is not arrogant -- a quality we particularly appreciate in any advisor.

We were looking for a long-term relationship with a financial advisor and Heather can provide that. She has made very sound investment suggestions to us that are absolutely in line with our needs and wants. Perhaps most importantly, Heather listens to us, she hears what we are saying and she takes that into account when working for us. To every meeting she comes extremely well prepared, she does what she says she will do and she does it within the promised time frame. She gives us as many explanations as we want in order to make the whole process transparent. We doubt that we will ever regret working with her and anticipate that we will work with her for decades.

Caroline and Georg Rieger