Successes: Theresa Kohlhoff Selected as a Star Wealth Manager

Theresa Kohlhoff was chosen and will be featured in the May 2011 Portland Monthly as one of the 2011 Five Star Wealth Managers.  As part of the selection process, she was evaluated on nine criteria:  customer service, knowledge/expertise; value for fee charged; post-sale service; overall satisfaction; integrity; communication; financial objectives met and qualify of recommendations.  In addition she was reviewed for regulatory actions and by a panel of knowledgeable individuals in the financial services industry.  (Don’t know about “wealth” management.  For a fact we care about our clients and do a good job.  The five stars belong to them.)

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