By Scott Adair on September 18, 2026 Verified by Google

Shasta and her team have been excellent to work with. They have helped us navigate both our personal finances and the financial needs that come with starting a small business. Shasta and her office are professional, responsive, flexible, and consistently stay on top of the details, even when life gets busy for us all.

Before starting our business, I hesitated to speak with a financial advisor because I was not sure we had enough money to make it worthwhile. Looking back, I wish I had reached out sooner. If you have the same concern, I recommend giving Shasta a call and having that initial conversation.

Finally, we value having this level of knowledge, personal attention, and service right locally. Shasta and her team are approachable, genuinely pleasant to work with, and highly recommended.