With 3 generations of doctors, nurses, and medical professionals in my family, I have been around medicine my whole life. This experience helps me bring a distinctive perspective to my clients. Just like a doctor uses an X-ray to detect hidden health issues, I use a process to uncover potential unseen risks in your financial plan. We'll then take a proactive approach with strategies designed to help you pursue financial health, with a portfolio designed to be resilient, and built to help you pursue your long-term goals. Finally, we'll have “checkups” to help make sure you’re on the right track. Whether you’re planning for retirement, managing investments, or seeking to preserve your wealth, I provide guidance to help you pursue what’s important to you.
My unique mission is to thoroughly examine your financial health and uncover what matters most to you. Using my "X-ray process", I examine and diagnose the current state of your wealth, help identify unseen risks, and understand where you want to be in the future. With this clarity, I prescribe a personalized financial plan designed to help you and your family pursue your goals while managing investment risks. My approach is focused on delivering potential solutions that can help transform your aspirations into tangible results.
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.
