What We Do
Our team’s mission is to understand your wealth situation so that we can structure an approach to help you feel secure throughout your lifetime.
You should connect with me if our team can help you in at least one of the following areas:
1. You need to bring simplicity and structure to a complex family wealth situation:
- Retirement strategies
- Educational goals
- Access to customized banking & lending services through Bank of America, N.A.
- Trust & Estate evaluation
- Collaborative partnerships with your other financial advisors, e.g. CPAs, Attorneys
- Business succession
- Business transition tax strategies
- Wealth transfer strategies
- Philanthropy and charitable goals
- Investing or giving which is consistent with your values
Highlights of my Professional Career
- Senior Vice President, Senior Financial Advisor
- Began career in financial services industry in 1992 and joined Merrill Lynch Wealth Management in 2005
- Hold the Chartered Retirement Planning CounselorSM designation
- Mountain biking
- Traveling
- Magic
- Reading
- Falconry
- Astrophotography
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.
