Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Your Goals. Our Focus.
We believe the most effective financial strategy is one that begins—and ends—with your goals. From our very first conversation, we take the time to understand your aspirations, priorities, and concerns. Whether you're planning for future healthcare costs, funding education, preparing to transition a business, purchasing real estate, or building a legacy for future generations, our process begins with a comprehensive plan tailored to your life.
Our mission is to help you manage, grow, and preserve your wealth in a way that reflects your values today while positioning you for lasting impact tomorrow. Through access to the investment insights of Merrill and the banking capabilities of Bank of America, we offer integrated strategies to address even the most complex financial needs—with the clarity, sophistication, and discretion you deserve.
CFP®, CRPC™
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.
