Getting you more time to build and enjoy a life of meaning is why I'm here.
I love helping you see how actions today can change your life in the future.
How?
I turn lots of numbers into easy pictures.
Then—whether you're making decisions impacting your family's wealth, a company's bottom line, or an endowment—you get to feel great making smarter decisions with confidence.
And since "Knowing yourself is the beginning of all wisdom," everything I do begins with you—and your hopes for future you.
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.