I'm here to help you make sense of your money in a way that feels right for you. As a CFP® professional, I have the know-how to guide you through life's biggest moments; whether it's planning for retirement, saving for your kid's college, or just figuring out what's next.
I'm committed to putting your needs first, always. No exceptions. My duty is to listen to what matters to you and build a personalized plan that fits you and no one else. Let's sit down and figure it out together. I've got your back.
My investment philosophy is all about growing your wealth smartly and safely. I focus on balancing risk and keeping the downsides in check while chasing solid-tax efficient returns. That means picking strategies that fit your goals and always staying ahead of the curve. Your money should work hard for you without keeping you up at night.
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.
