As a CERTIFIED FINANCIAL PLANNER®, CFP® professional, my primary focus is to gain a comprehensive understanding of your financial landscape and create a personalized plan to help you reach your goals. My mission is to simplify the complexities of financial planning, allowing you to focus on what truly matters—your passions and your loved ones. Outside of work, I find joy in traveling with my wife, exploring new places, and experiencing different cultures. At home, we share our lives with two dogs, a cat, and four chickens, who keep us entertained and connected to nature. I also enjoy gardening, woodworking, mountain biking, and spending quality time with family. I am a CERTIFIED FINANCIAL PLANNER® professional, and hold the Certified Plan Fiduciary Advisor®, CPFA™ and Chartered Retirement Planning Counselor™, CRPC™ designations.
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.
