About
I love helping people plan for their future and achieve goals they once thought were out of reach. As a financial planner, I’m empathic to the challenges each individual might face but also comfortable being straightforward about what needs to be done to help secure a better future for themselves and their loved ones. After all, we can’t control our circumstances – only how we respond to them. Outside work, you’ll find me skiing, acting in community theater, traveling with my family, or even writing a one-act play when inspiration strikes. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not...