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 both the harder science of investing and financial planning and the “softer” side of money – understanding and honoring how and why my clients make financial decisions. In my free time, I’m usually with my wife, Kendall, and our two dogs, Maple and Walnut. You’ll find us reading, watching… I enjoy both the harder science of investing and financial planning and the “softer” side of money – understanding and honoring how and why my clients make financial decisions. In my free time, I’m usually with my wife, Kendall, and our two dogs, Maple and Walnut. You’ll find us reading, watching baseball or visiting the national parks. 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