From the age of 10, I quickly learned how to manage money. My parents gave me a monthly allowance of $40 for all of my expenses, and within the first few months of this allowance, I became familiar with preparing for the unexpected. What I wish I knew then was the importance of having a plan. Because I didn't have a plan with my $40, when I needed to buy new shoes, I had to ask my parents for a loan. I got my new shoes, but my parents took the cost of the shoes out of my next month's allowance. I had new shoes, but now I had less money, meaning, I had less options, and most definitely had no room for fun. Being a kid, I wanted both of those things, and this is where I learned that money needs to have a plan. Since 1987, I have been helping high-net-worth individuals and business owners with all aspects of their financial needs.
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.
