Testimonials

Our clients always come first

 It isn't enough for us to solve the problems presented to us. Our goal is to recognize the issues and solve them before our clients have to worry about them.

"I love working with Jennifer Quillen. I believe in working with people that know what they are doing and get things taken care of when they are supposed to get them done. Jennifer has been handling my financial planning and the book keeping for my business for several years now and she does a fantastic job. I would highly recommend her to any other business owner. Turning over the book keeping portion of my business was one of the best things I’ve done since opening my insurance agency. "

 -- Ryan Shive, CEO Thoroughbred Insurance Services 

"Jennifer is a very thoughtful and caring advisor.  She always has the client's best interests at heart.  She provides great advice and strategies to help people build wealth and avoid unnecessary taxes.  She works very hard to stay on the cutting edge of her industry in order to bring world class solutions to her clients."

-- Trey McCallie, Real Estate Broker

"Fantastic! Jennifer has been working with me on some retirement planning for my business. I'm a novice when it comes to anything numbers wise, but she explains everything for me so that it's pretty much impossible not to understand. Working with Jennifer has also allow me to open up a new service for my business using her expertise. Thanks JQ!"

--Emily Conley, Big Echo Creative

"Jennifer helped me TREMENDOUSLY. Before I started working with her, I was completely lost, unfocused, and honestly ill-equipped to successfully manage my business finances and had no idea where to begin in growing my business. Now, I will be hiring 2-3 additional people, expanding to another city, and doing projects in my community that will allow me less time in the office and more time out there doing what I love. Jennifer has even been available via email for simple questions even after the course ended. You won't be disappointed!! Invest in YOURSELF and your business."

"Working with Jennifer is about so much more than the bottom line! As a person who has always kept an eye on my finances, but largely felt like I was at the whims of others, working with Jennifer has helped me to really feel in charge of, inspired by, and supported in my business. 

I’ve learned several things about the way I perceive my own business and how to move through and past some of those beliefs what were more of a mental trap than anything. Jennifer has helped empower me to really make some big moves in my company and reposition my own mind from an output-based worker to a CEO mindset. 

Beyond understanding my own financial picture and needs, Jennifer has helped me move from scarcity to an abundance mindset where I am not making decisions out of fear, but well-informed, empowered choices to grow myself and my company. "