About
I’m a detail person who’s also a people person. When a client brings me spreadsheets, projections, or detailed questions, I welcome the chance to dive deeper and help translate the numbers into meaningful planning decisions. But I'm always focused on you first; the best part of my job is seeing the joy in a client’s face when they realize they can achieve a lifetime financial goal. In my spare time, I enjoying lifting in my home gym, motorcycles, and all things technology – I’m currently coding a solo video game just for fun. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of...