As a Financial Advisor at Merrill, I help business owners and high-performing individuals manage, grow, and protect their wealth with intention. My clients work hard to build successful lives — and they deserve to spend more time focused on what matters most and doing what they love.
With a holistic, family office-style approach, I simplify complexity across investments, business and personal banking, retirement planning, tax strategy, and estate coordination. Backed by the resources of Merrill and Bank of America, I serve as your financial quarterback — giving you confidence and clarity while freeing you up to live fully.
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.
