Growing up in a family with many accountants, I always knew that I would pursue a career in financial services. Even in college accounting courses, I was surprised to meet a number of bright people who knew very little about financial planning. Now, I get to build detailed plans showing clients that their dreams for the future can be achievable. Outside of the office, my wife, Emily, and I stay busy with our four kids – she’s the person I admire most and I’m lucky to have her support. Whenever I get some free time, I love mountain biking. In fact, I’m currently learning to rebuild and maintain my own mountain bike to confidently make repairs on the fly. I’m never done learning. 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. 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.