I served four years in the Navy during the Desert Storm campaign before attending college on the GI Bill. I’ve been a financial planner since 2001, specializing in comprehensive financial planning for my clients all across the country. Away from work, I enjoy spending time with my family, traveling, and playing lots of tennis! 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.