I am a dedicated financial planner who considers my clients like family. I have a passion for helping people achieve their financial and retirement goals. I pride myself on making complex financial ideas easily understandable to help my clients feel comfortable. Outside of work, I enjoy playing golf and pickleball, spending quality time with my family, and cheering for Ohio State. 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.