Family and community go hand in hand. I am always looking for ways to be a better person than I was the day before. I believe when you strive to helps others in the community, you also help yourself from the experience for giving back and to also learn from those you interact with. Learning and understanding others is part of evolving into a better person I strive to be every day and is the cornerstone of my practice. When I can connect with clients on a personal level, I am able to learn the goals that matter most to them in life.
I work with a team of in-house specialists who work in concert to unify multiple wealth disciplines: banking and lending, investment management, trust and estate planning services, business and succession planning. Helping them streamline multiple aspects of their financial lives. Leveraging the resources and technology at Merrill Lynch Wealth Management and the banking convenience of Bank of America and combining this with world class service. We believe we can make a significant difference in client's lives through goals-based wealth management strategies, retirement income and access to philanthropic services. I aim to educate others while pledging to advance my professional growth, to ultimately provide families financial confidence.*Investments & Wealth Institute TM is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Analyst® signifies that the user has successfully completed the institute's initial and ongoing credentialing requirements for investment management professionals.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
