How can I help you attain your financial goals and improve your quality of life?
That's the number one question that I ask to my clients and the number one objective as I help navigate my clients through financial growth.
I begin my process with getting to know you and what matters most to you to create a customized wealth management approach that can be flexible as your needs and the market changes. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
Joining Merrill Lynch Wealth Management in 2021, I have been in the financial service industry since 2003 and have a comprehensive background ranging from personal banking to wealth management.
Based in the Bay Area, I graduated from University of California, Santa Cruz in Business Management, and earned my MBA from Santa Clara University. I enjoy traveling the world as well as playing tennis and gardening in my spare time.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
