I'm a financial advisor who takes a thorough, holistic approach to understanding each client’s unique financial landscape. I believe in working alongside my clients as true teammates, collaborating to create strategies that align with their goals and values. I’m passionate about advancing financial literacy for athletes and entertainers, helping entrepreneurs grow and scale their businesses, and guiding owners and executives through successful exit planning strategies. My mission is to empower clients with clarity, confidence, and a plan built for long-term success.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.