Lawrence Y. and Mary H. Morehead (Rated: 8)

August 15, 2002

We went in to see Mr. Matteson to have our trust reviewed and amended. This came about due to the purchase of a CD that we wanted to include in our trust. Mr. Matteson reviewed our original trust and advised us of important changes that needed to be made in the trust in addition to any amendments. His advice and recommendations were very understandable and he was thorough. We feel our visit was worthwhile and we felt comfortable in his office. He and his staff appeared personally interested in us and our problem.