General Info

Since I believe there is a balance between money, health and happiness, I consider myself somewhat of a “financial therapist.” Throughout my career, I’ve never lost sight of the fact that financial planning is fluid and not just about numbers and dollar signs. Outside of work, I'm a nerd – I enjoy board games, puzzles, home renovation projects and refereeing in local football leagues. 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.