Our Team

Our Team

Communication & Respect Above All.

At EFG, we believe that the best way to earn the respect and trust of our clients is to stand by our word. We strive to clearly communicate and diligently follow through on each planning initiative. Through our experience, expertise, and first class service, we help our clients eliminate dangers, capture opportunities, and reinforce strengths. Clarity, Advice, and Confidence is more than a tagline – it is the foundation of our business and at the very core of all that we do.

Principal

Chief Investment Officer

Practice Manager / Insurance Division Manager

Investment Division Service Manager

Practice Administrator

Director of Financial Planning Operations

Practice Administrator

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