Financial Investment Team

Sean Fletcher

a year ago

Christine Lam is an exceptional advisor and Certified Financial Planner! She brings everything you’d want from a financial professional: deep knowledge, transparency, honesty, and strong leadership skills. Christine is organized and thorough, making complex financial decisions feel easy and manageable. I have complete trust in her expertise and integrity, and I highly recommend her to anyone seeking a top-notch advisor. You can trust Christine with your financial future—she’s truly one of the best!

Stacy Hartzler

a year ago

I have had the pleasure of working with Rachel Gustafson for years. Whether my referral clients are woman, solopreneurs, couples (the list goes on), Rachel always takes the time to really listen to the client needs and then educates and involves them in the planning process to ensure that everything is tailored and set up specifically fitting for them. I never have to worry about service with Rachel - I am certain that each and every client she works with will receive the highest level of service and support. Client satisfaction is a top priority and it shows. If I could give 10 Stars I would - THANK YOU, Rachel!

Jenny Coulter

2 years ago

Rachel brings a sense of genuine interest and passion to an intimidating and sometimes taboo topic…money. Her education background shines as she helps clients explore their goals and steps to achieving these goals in terms that are understandable. She has provided me personally with discussion and recommendations to help not only my clients but my own personal financial needs. She demonstrates excellent listening and compassion for life’s situations that have lead someone to opening to the need for assistance with achieving their financial goals. She seeks out ancillary professionals to ensure her clients have the most well-rounded financial picture and puts people at ease with easy-to-understand information. I would highly recommend Rachel for anyone needing a kind, compassionate, and savvy financial planner who has a huge heart for her clients.

Christopher Moore

2 years ago

Christine is a tremendous asset. But it is not just her. The entire team at FIT is head and shoulders above other competitors. If you want financial advisor that will listen to you, I mean REALLY listen to you...contact FIT today!

Loni Johnson

6 years ago

Diana and her staff are nothing short of AWESOME!! Carrie and Julie are top notch. They have helped me in so many ways with everything from 401K rollovers, financial planning, retirement goals and monthly budget management. They are always very nice and caring. Their actions show that they value you as a client and that goes a long way. They also have client appreciation days throughout the year, the pumpkin patch is my favorite!! I don't know what I did without them. Keep up the great work F.I.T!!!