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As a financial planner, the most inspirational moments are when my clients know everything will be OK. I’m proud that I’m able to help them find that confidence through planning, and I’m always most happy serving others. I enjoy what I do so much; it doesn’t feel like work. But I have lots of other interests, including spending time with my grandkids here in Georgia, playing video games, listening to audiobooks, and rooting for Miami sports teams. 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.