As a Merrill financial advisor, I focus on developing financial strategies for high-net-worth individuals, families, and business owners.

I work closely with clients, building relationships and getting a clear understanding of their personal and financial goals. We discuss their current situation, future objectives and any concerns. Based on these discussions, I help them create customized financial strategies.

I pride myself on following a disciplined, goals-based wealth management process that is built on investment principles but has the flexibility to adapt to a rapidly changing economic climate. My goals-based approach and strategies give clients the opportunity to measure their progress in the context of addressing their goals, not just beating benchmarks.

I keep in close touch with clients, making sure that we meet and discuss life changes and help to ensure that their financial strategy remains aligned with their goals—adjusting if necessary.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Families Forward Learning Center and The Aneurysm and AVM Foundation . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.