Shannon Whitmore from City National Bank thanks Jeremy Dillard from Rivera, Jamjian, &Dillard for quickly preparing reviewed financials for a loan and his consultative approach. Vanessa Terzian from the Law Offices of Vanessa Terzian thanks David Hicok from Met Life for continued partnerships on multiple introductions. David Hickok from Met Life thanks Vanessa Terzian from the Law Offices of Vanessa Terzian for a referral. Carol Fishburn and Vanessa Terzian thank each other for partnering on financial seminars for clients. Angie Rupert from Lucky Marketing thanks Mike Menerey from CFO for introductions to leads.

1. COLLABORATIVE ADVISORY GROUP
TESTIMONIALS
Shannon Whitmore from City National Bank thanks Jeremy Dillard, CPA from, Rivera, Jamjian, &Dillard for
partnering with a mutual client to quickly prepare needed reviewed financials for a loan funding and his
consultative approach throughout the entire process.
Vanessa Terzian from the Law Offices of Vanessa Terzian thanks David Hicok from Met Life for his continued
partnership on multiple introductions.
David Hickok from Met Life thanks Vanessa Terzian from the Law Offices of Vanessa Terzian for her referral for a
Wealth Management Opportunity.
Carol Fishburn , CFP from Brentwood Advisory Group and Vanessa Terzian thank one another for their
partnering on several meaningful financial seminars for clients.
Angie Rupert from Lucky Marketing thanks Mike Menerey from CFO for his multiple introductions to leads.