With a lifelong curiosity about financial markets and a love of people, being a financial planner has been the perfect calling for me. I get satisfaction from helping my clients achieve their life dreams and create financial security. In my free time, I’m constantly on the go, spending time with family, exploring the outdoors, enjoying live music and cooking. 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 all clients.