I started my advisor career in education, teaching self-directed investors how to trade using technical/fundamental and top-down analysis. I enjoyed empowering investors with rules and tools to help them make better decisions in a very loud market. My experience taught me that very few self-directed investors succeed long-term, despite worthy intentions. That passion eventually lead me here, speaking to the entire financial plan and addressing all wealth management issues. 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.