The following statements are provided from clients of the advisor. There has been no compensation paid of any type or kind in exchange for the statements. No material conflicts of interest exist arising from the relationship between the advisor and the clients. The statements provided may not be indicative of all client experiences. There can be no performance guarantees or guarantees of success.

Working with Herrera-May has been fabulous! I had an introductory conversation with both Brent and Thomas where I felt they both really worked hard to understand me and had complimentary styles. After that Thomas and I met several times to go more in depth. The recommendations they came back with really felt bespoke and so carefully considered. Thomas took the time to explain not just what they recommended, but also why and why they DIDN'T choose other options. It really feels like he invests in the relationship with you and cares about finding the best solution for you as an individual. There was no feeling of boiler plate solutions or trying to force your situation into a mold. I really couldn't recommend them more!

Always able to speak directly to my Financial Advisor, Thomas May. Service is excellent with prompt responses. Very satisfied with moving my portfolio. I’m looking forward to a long and profitable future, utilizing the custom account(s) set up and management—well worth the move.

Brent Herrera is an excellent financial advisor. He answers immediately when I have question, he is always there when needed. He is very helpful and knowledgeable. Definitely recommended

I needed a lot of help with building my retirement account so I could one day retire. Thomas was the most professional and informative advisor you could ask for. He is very patient and answers any questions you might have. I feel very confident that I am getting the best advice for my situation.
I highly recommend Thomas to help in any of your financial situation .
He is also very responsive when you call or email.

Brent is always such a good listener when it comes to all of my lives challenges. He is always quick to respond and so good at following up with me. Thankful to have him!