Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives. I believe there are few gifts as meaningful as that of a parent or guardian providing for the financial security of their loved one. And while I can help any investor pursue their unique financial goals, my primary focus is on working with families of loved ones with special needs or disabilities regardless of their age or ability.

This passion and commitment to serve others drove me to help develop the [Special Needs Team](//fa.ml.com/snt) at Merrill. The Special Needs Team is a deeply experienced group of financial advisors and client associates.  We are dedicated to helping improve the long-term well-being of individuals who are unable to care for themselves by offering financial advice and guidance.  Located in multiple offices throughout California, we work closely with private professional fiduciaries and family members to provide budgeting, wealth planning and investment management designed to assist those who are integral to the care of society's most vulnerable: people with disabilities, elderly individuals with dementia, accident victims and other special needs populations.

Our work is more than a profession - its a passion.  For decades we have focused on providing financial strategies to specifically address the challenges and issues for society's most vulnerable individuals.  We believe our strength in this area is demonstrated in the following ways:

• The intellectual capital we contribute through industry articles and presentations
• Our support for the Professional Fiduciary Association of California, the National Guardianship Association, Academy of Special Needs Planners and the Special Needs Alliance
• Our depth of experience in addressing complex needs