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Kathleen House

Clayton has been great to work with over the last few years. My husband and I aren't very savvy when it comes to the investment world, but Clayton has always taken the time to explain things to us and to answer all of our (many) questions. He is patient and friendly (even when it takes us forever to answer emails or follow through with something we are supposed to do on our end), and he listens to what we want. We appreciate his knowledge and advice, and we would recommend working with him to others!