The boss of this company is extremely unorganized, and has terrible client relationships. In all honesty he is a lazy person which is an embodiment of what this company is about. He claims to have 29 years of experience, but he really wouldn't know how to judge a market even if it hit him in the face. He treats his employees like dirt, and walks over them as if he thinks of himself a God. (Funny, since he claims to be a Christian and believe in God, but he never walked the way a true Christian would walk) I swear the man has ADD, because he could never keep anything organized or orderly, it was primarily his staff that would keep him in line, but he treats them terribly so I doubt they enjoy doing their jobs. Essentially, I wouldn't ever give this financial advisor a cent of my money, because with all of his confusion he would probably loose it along with his disgruntled staff. I would advise anyone considering this man's business to stray away as it will be a waste of your time.