A 30-Year Partnership

In the early 1990s, Joanne crossed paths with Kevin and his father, Ed, during a presentation they gave. She was deeply impressed by their remarkable father-son team. At that time, Joanne was self-managing her finances and had been investing in mutual funds since her teenage years. However, she yearned for a more personalized financial approach that better aligned with her comfort level and risk tolerance.

Over the span of 30-plus years, Joanne witnessed significant changes unfold. Rebecca became her dedicated point of contact, consistently providing assistance for any concerns or needs she had. As time progressed, Jenny and Kathleen also joined the team, enriching the depth of expertise available to her. Joanne always preferred in-person meetings at their office, where their responsiveness and attentiveness to her financial requirements proved to be truly commendable.

In September 2022, Joanne made a momentous decision to relocate to San Diego to be closer to her son and daughter-in-law. Initially uncertain about the financial feasibility of this move, Jenny stepped in with her expertise and guidance. By February 2023, thanks to Jenny's support, Joanne found herself in her new home, which not only fit her budget but also fulfilled all the criteria on her wishlist. The Coyle financial team, in its entirety, feels like an extension of Joanne's own family, and she is immensely grateful for their unwavering support and guidance throughout these transformative years.