Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management
Listed In: Financial Planning Consultants, Investment Services Firms
I enjoy helping clients simplify their finances and develop long-term strategies designed to protect, grow, and support their wealth over time. My approach focuses on creating clear, personalized financial plans that help clients make confident decisions and stay on track toward their goals.… I enjoy helping clients simplify their finances and develop long-term strategies designed to protect, grow, and support their wealth over time. My approach focuses on creating clear, personalized financial plans that help clients make confident decisions and stay on track toward their goals. Outside of financial planning, you’ll find me enjoying the backcountry mountains, rivers, streams, and lakes of the Northwest with my wife, Victoria, and our dog, Chester. I’m passionate about backpacking, hiking and especially archery – I’m always getting ready for the next archery season. 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. Read more