I partner with clients to build personalized financial strategies that reflect their goals, values, and long-term vision. My approach centers on education, transparency, and disciplined planning. As an advisor dedicated to supporting the LGBTQ+ community, I understand the distinctive financial considerations many clients face and work to provide guidance that is both inclusive and aligned with their aspirations. My priority is helping each client feel empowered, informed, and supported throughout their financial journey.
Being gay is an integral part of my lived experience, and it informs the way I approach my work every day. It gives me a unique blend of empathy, awareness, and insight into how identity, relationships, and financial choices intersect in real, meaningful ways. Financial planning is more than charts and projections: it's about people, families, and the lives they're building. Having navigated systems that haven't always recognized or supported LGBTQ+ experiences, I'm intentional about creating a space where every client feels respected, understood, and fully seen. If you've ever felt like you needed to edit yourself in traditional financial environments, know that with me, you never have to. Whether you're planning with a partner, navigating family dynamics, building long-term security, or simply want an advisor who understands the realities and nuances of LGBTQ+ life, I'm here to help you craft a financial strategy that reflects your values, your goals, and your lived experience. Representation matters. So does trust.
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.
