I help people build long-term wealth.
I have dedicated the last 17 years of my career to helping affluent individuals and owners of consumer products companies pursue the lifestyle they want with the confidence that comes from a thoughtfully crafted wealth plan.
In addition to having nearly two decades of experience, I am a CERTIFIED FINANCIAL PLANNER™ practitioner, one of a small percentage of Financial Advisors nationwide with this credential.
What makes my team different is that we are singularly focused on helping clients pursue the lifestyle they want, with the confidence that comes from a well designed wealth plan, while clearly explaining everything that we do.
We combine our knowledge of wealth planning, investment management, estate planning strategies, retirement planning, and risk management to design a custom financial strategy that is designed for you to thrive.
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.
