Paso Robles Theme CSS article style

Client Testimonials

"The entire staff at JAG is personable, knowledgeable, and attentive to any and all of our questions and needs. Phone calls are returned the same day, meetings are arranged to serve our needs, and the outcome of our estate planning has been clearly guided and accomplished. Cannot say enough about this group of fine professionals. Jill Henson has been a wonderful help with her guidance and expertise, her wealth of experience has been such a gift." -Mary M., Client



"We became instant fans of JAG after our first client meeting. They coached us through true financial goal setting not just invest-and-let it grow. They are active partners who have helped us see potential and get actionable! I have shared their information with two friends already. Thank you, JAG team!" -Christina N., Client

"Our relationship with our Journey advisor has helped me and my spouse re-think our financial and estate planning goals and priorities, resulting in a much more comprehensive and coherent estate plan for our family." -Stephen S., Client



"JAG has provided exceptional service since we have signed on. JAG has delivered everything as promised and provided superb advice. Many thanks fo Jill, Eric and Kelli" -David & Connie W., Clients

"Jim has always been our advisor. I trust him to do the right thing with our investments." -Joseph B., Client



"Journey, especially Liz, has been a huge help to my wife and me. Great advice for our situation! Always proactive." -Don K., Client

"Our Advisor Kevin is a true and trusted advisor. He is immediately available via cell phone, he travels a long distance to meet in person at least once per year and listens closely to our current needs and makes sure we have all the information we need to make decisions. Just knowing he is overseeing our wealth management makes things so much easier." -Joyce T., Client




"Steve Wenstrup has been my representative for several years. Steve is readily accessible whenever I need changes to my tax withholdings or distributions. I know that Steve is highly qualified and I’m certain that Steve’s clients feel as fortunate as I do." -David Z., Client

"I have no complaints and trust Journey with our retirement funds." -Donald M., Client





"Jill Henson has been an exceptional advisor since day 1. She is actively involved with my current needs and plans for the future. She is available when needed and offers useful guidance. Thanks for all that you do Jill." -Cassandra W., Client

"Rosie and I came to Journey because of the relationship we have with Jim Owens. We have enjoyed his expertise for several years. Also Kelly has been a good add on the team and she works hard to help as needed. Through the years we have introduced family and friends to Journey. We hope you will stay independent for many years." -Dennis & Rosie G., Clients



"We have the highest possible faith in Liz Dayter and anyone she recommends to us and that our financial needs are met with care and competence" -Tina R., Client

"Our financial advisor is a great advisor and has become a friend. We will stay where he is." -Daniel H., Client



"My financial advisor with JAG was my financial advisor with another company and just as soon as he moved to JAG we moved with him. He has consistently made sure that our needs were met and really has become a trusted friend. Where ever he goes is where we will be. He takes all our retirement needs into consideration and has kept us informed of market changes as necessary. We love our financial advisor and the job that he does for us." -Lisa H., Client

"I am well satisfied with Journey Advisory Group, and the communication they provide as well as how they respond if I have a question concerning my investment. I have appreciated the annual review as I have worked towards my goal. I do however check my account on line from time to time." -Carla M., Client



"We are very happy with the transition to Journey Advisory Group. We enjoyed meeting the advisers at the Client meet and greet and have confidence in the team." -Tom & Sue C., Clients

"I feel confident Jim is looking out for me." -Zanda O., Client



"Great organization! Great People!" -John O., Client

"Wonderful group especially our financial advisor Jill Henson but everyone is top notch!" -Roger M., Client



"Always attentive good service for any employee. Thank you," -D. Darlene M., Client

"I am very pleased with the service provided by Jim and Steve and feel valued. They respond in a very timely manner to my requests and have provided solid advice and counsel. I look forward to the new level of services the merger may provide." -Bret S., Client



"My wife and I have been clients of this firm for over forty years through its several periods of growth and change. What has not changed are the core values of integrity and personal service that keep our goals and expectations in balance with the realities of the financial world. We have repeatedly recommended our advisors to our friends and family. Those who followed our advice found the help they were missing and became clients likewise" -Robert B., Client

"I am happy with the advice I have received to date." -Gary C., Client



"Awesome group of advisors. Plenty of resources and product offerings." -Tom F., Client

"We are very grateful to the Journey team for their personal attention and input over the past handful of years. At a tricky time with both kids in college, they are helpful, accessible and positive. As they've grown, we don't feel any less of a priority." -Charles F., Client



"I’ve always said life is a journey! That’s why our family has partnered with the Journey Advisory Group. To be able to enjoy life without the stress of managing the financial piece alone is a true blessing. Thank you Jill Henson and James Joo. We are grateful to have you part of our life’s journey ." -Kim K., Client

"We have a moderately large portfolio that depends on growth and earnings to support our charity and while we actively engage in investment decisions our advisor offers useful suggestions and information which has added significantly in the success of the fund. He also executes our decisions effectively and timely and is always available to service our needs." -John F., Client



"I like what they do." -Edward S., Client

"I've been a client of Tiller-Wenstrup Advisors for around thirty years and have the utmost confidence in their financial planning capabilities and willingness to always make themselves available to discuss financial matters. I trust that the business relationship with Journey Advisory Group will provide the same level of support and service that will help us achieve our financial goals and objectives moving forward towards retirement." -Thomas S., Client



"Good quality investments." -Marian B., Client

"I am very happy with Journey Advisory. I feel that they do a great job with my investments." -Sharon M., Client



"I really appreciate talking with Liz Dayter. She really takes the time to listen and has helped me out on the necessary steps for planning for my future." -Deborah W., Client

"I have a very good and responsive relationship with Steve Wenstrup." -John C., Client



"Steve Wenstrup is competent and caring." -Sharon D., Client

"I am very happy with the services provided by Journey Advisors." -Judith F., Client



"Steve Wenstrup is the best." -Michael M., Client

"Great Advisor." -Paul S., Client



"After interviewing 7 financial advisors, it became crystal clear to my husband and myself who to select. After interviewing 7 different financial advisors, my husband and I KNEW without a shadow of doubt who to select as our financial adviser..... TW Advisors, who recently became a part of the Journey Team. We have enjoyed a faithful partnership with them that has blessed us greatly, beyond words!!!!!!!! They are such a wondrous gift from our LORD. Their expertise and response time is nothing short of superb!!!!!!!!!!!!!!!" -Mary S., Client

"Steve Wenstreuo, Jim Tiller & Tim Rousch are a great group of guys to conduct business with." -Dale T., Client


The preceding testimonial is provided by a current client.  No compensation was provided for the testimonial.  As a result, there are no material conflicts of interest on the part of the person giving the testimonial and Journey’s relationship with such person.  These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.