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I’m a preacher's kid and I moved 11 times by the time I was a freshman in high school. My parents, both ordained ministers, are the people I admire most in this world. Perhaps it’s their influence that sparked my interest in helping people and serving others. I’m passionate about building long-term relationships with my clients as a financial planner, understanding their goals, and delivering personalized service and guidance. When I’m not working, you can usually find me chauffeuring my kids around to their many activities. 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.
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More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
Financial Advice Financial Planning Investment Management Registered Investment Advisors (RIA) Retirement Planning
Categories
Investment Management, Financial Planners, Financial Services, Investment Advisory Service, Investments
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