KL – KY

Scott Houston contacted me about five years before I actually pulled the trigger for active succession planning. He impressed me with his knowledge of the business and the transition process. Moreover, he impressed me with his infinite patience and follow through. He listened carefully to my questions and concerns and addressed them. His process resulted in my connection to a group that is cognizant of my needs in the transition, as well as focused on the welfare of my clients. I recommend Scott and his firm to any advisor looking to create and implement a succession plan.