As a Senior Financial Advisor with Merrill Lynch Wealth Management, I partner with business owners and healthcare professionals to help them bring clarity, structure, and confidence to their financial lives. I work closely with clients who are navigating the decisions that come with growing a business or building a career in healthcare, including practice ownership, career transitions, and long‑term planning.
I provide guidance on retirement strategies, risk management, and broader financial planning needs, collaborating with clients' attorneys, CPAs, and other professionals to help ensure clients receive coordinated support. My approach is thoughtful, organized, and centered on understanding each client’s priorities so we can build a strategy that evolves with them.
I’m committed to building long‑term relationships grounded in trust, clear communication, and a deep understanding of each client’s goals and journey.
My philosophy is grounded in collaboration, clarity, and thoughtful planning. I believe financial decisions should be made with intention, supported by a clear understanding of your goals, values, and long‑term vision. Every client's situation is unique, and I approach each relationship with curiosity, respect, and a commitment to providing guidance that fits your real life—not a template. I focus on helping you make informed choices, navigate complexity confidently, and build a financial foundation that supports the future you want to create.
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.
