B"H With nearly 15 years of experience in the financial industry, spanning from wealth and investment management on Wall Street to real estate finance across Los Angeles and the West Coast, my team and I are committed to assisting our clients with any and all of their financial needs. We help our clients build, manage and preserve their wealth, while consistently providing the highest level of service and integrity.
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.
