I am passionate about helping individuals and families make informed financial decisions so they can spend more time enjoying their lives and focusing on what matters most. My goal is to simplify complex financial situations by providing personalized guidance, exceptional service, and access to comprehensive financial resources that help clients pursue their personal and financial goals.
Since joining Bank of America and Merrill in 2014, I have served in several client-focused roles, including Personal Banker, Mortgage Lending Associate, Senior Relationship Manager, and Financial Advisor. These experiences have given me a broad understanding of banking, lending, relationship management, and wealth planning, allowing me to provide thoughtful guidance tailored to each client's unique needs.
I am committed to serving my clients with honesty, integrity, and transparency. Whether helping clients build wealth, prepare for retirement, navigate major life events, or develop long-term financial strategies, I strive to put their best interests first and deliver a high standard of personalized service.
Outside of work, I enjoy spending time with family and friends, especially around the barbecue. I also enjoy bowling, playing basketball, and staying active whenever I have the opportunity.
I welcome the opportunity to connect with individuals, families, and professionals seeking a trusted partner to help them pursue their financial goals and build a more confident financial future.
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.
