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    Testimonials From Our Valued Clients

    Dear Paul,

    I just wanted to take a quick minute to thank you for taking time out of your schedule to come teach our finance class. You turned something we all feared would be boring + tedious + made it a fun & enjoyable, learning experience – a very rare talent. 

    I have already been putting this knowledge to use at work and home, and I hope I continue to do so. 

    Best of luck with Little League & your new marching band! What a great project! I hope I can do the same one day.

    Thanks again for sharing your knowledge and experience. 

    Kay N.


    Thank you for bringing so much more than subject matter knowledge to this seminar. Your energy, your humor and your passion brought it to life. I’ll never look at my 401k without thinking of you! Thank you! 

    Arlene H.

    Dear Paul,

    A note of thanks for doing your finance programs for our customers. The feedback as always was very positive. It was great to relax + share jokes with dinner. You are always welcome + feel free to drop in if out for a drive with mom and dad. (Please call ahead because 3 girls keep us on the go.) I’d love my family to meet you.