Prior to joining Merrill, I spent 15 years building and running a successful IT business, where I provided end-to-end IT solutions for various types and sizes of businesses all over the west coast. This provided extensive experience analyzing and solving problems for clients and implementing custom-fit solutions. I have always had a passion to help others succeed and began mentoring and coaching other business owners and individuals, specifically in the areas of finance, life priorities and business strategy.
While I enjoyed helping businesses succeed by taking care of their IT infrastructure, I realized that my passion and greatest impact was in helping others realize success in life—specifically in finance. In 2019, I sold my IT business, acquired my FINRA Series 66 and Series 7 registrations, and joined Merrill to fully devote my energies to making a greater impact on the lives of as many people as I can.
To best deliver this personalized impact, I prioritize really getting to know our clients and fully understanding their vision of success. Then, with the collective experience, knowledge and skills of our team, I identify and guide our clients to the best path forward. This client-first approach to financial planning helps ensure that each client has a personalized road map to their financial success. Equipped with a well-designed plan and backed by a full team of professionals, our clients have the tools and support they need to confidently navigate life’s many changes and have the freedom to enjoy the road ahead.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*
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.
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.
