I became a financial planner because I believe money is one of the best tools we have in life – but most people don’t understand how to use it. I’ve spent the past 20+ years getting to know folks personally through their stories, then helping them navigate their financial journeys. Family is my priority in life, but I’m also a bit of a history buff; I admire historical figures like Ronald Reagan and Winston Churchill. In fact, my favorite quote comes from Reagan: “There’s no limit to the amount of good you can do if you don’t care who gets the credit.” 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.