Stacy Summerlin and her crew were/are OUTSTANDING! They ALL take the time to explain everything that they are doing, where your money is going, and answer and quell any fears we had. Their ENTIRE staff stopped to help, direct, schedule, and answer ALL our questions and concerns. Two of their staff members are worthy of very high praise. Julia Swanson had set up the initial set up and has shown us through the delicate maze of things to do. The other person of high praise is Kennedy Collins. No question is too stupid or if you are not understanding anything, she is more than happy to help you and show you what you need to do. Kennedy was our go between with the company and us.
An honorable mention is Alexis Roscoe. Without her help, I could not have moved my IRA to the products that Summerlin was providing. Thank you Stacey and your staff for everything!