I love to show my clients how to simplify their finances, and develop long-term strategies to help them better protect, grow, and enjoy their wealth. When I’m not working with IRAs and financial plans, you’ll find me enjoying the many backcountry mountains, rivers, streams and lakes in the western part of the United States with my wife, Victoria and our dog, Chester. 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.