I have a passion for building long-term relationships with my clients – and helping them achieve their goals. My career in banking, with a focus on high-net worth and private banking clients, allows me to address many dimensions of financial planning with my clients. Another passion of mine is visiting national parks. In fact, my wife Amanda and I visit a new park every year for our wedding anniversary and take a photo at the entrance sign commemorating the event. 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.