I help grow and preserve wealth.
I have been in the financial services industry for over two decades and with Merrill for 17 years. I bring care and attention to clients, helping them meet their goals by carefully considering all possible solutions to match their needs. I consistently follow a schedule of what I like to call "My Financial Health Check" for all my clients, which helps ensure ongoing alignment with their objectives.
What it looks like to work with me: First we will fully understand what is most important to you now and in the future. With that valuable information, we will design a personalized financial road map, with me as your guide. Once we implement the plan, you will have assurance of setting it in motion. Most importantly, we will periodically take time together to review the progress towards meeting these goals.
My team and I combine our knowledge of wealth planning, investment management, estate planning strategies, retirement planning, and risk management to design a custom financial strategy that is designed for you to prosper.
My main priority is to give you confidence in helping you reach your financial priorities.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
