Randy Kaufman, Senior Vice President of Cerity Partners

I’ve known and worked with Judy Heft for almost a decade now. She and her team deliver much more than just paying bills--their professional reports enable us to give our clients sound and solid guidance when we are working with them. This is invaluable with budgeting of course, as well as structuring their financial and estate plans. No questions are left unanswered and no detail is too small. And, as importantly, they are always courteous, available and helpful.