A desire to help others is one of the main reasons I chose to join the financial services industry. This passion to help stems from my own experience, the financial challenges I’ve personally faced, and what I’ve seen family and friends face. As witness to the challenges encountered by important people in my life, I recognized the need for a professional and caring team to help people realize the life they want. My mission is to work with you to develop a wealth plan built around your priorities, and then help you adjust, as needed, to the changes that inevitably may occur.

As your Merrill advisor, I offer advice based on your goals and priorities–not only for yourself, but for your family and business. Our ability to collaborate places you—not the market—at the center of our work together. I can help you understand the pros and cons of every decision, and help you maintain discipline so you can effectively pursue your goals. As your needs or market conditions change, I will continue to work with you so we can agree upon adjustments to your plan.

My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.