I help provide confidence by listening, navigating, and empowering executives, business owners, medical professionals and their families to make well-informed financial decision.

Among the reasons I chose to join the financial services industry is my desire to help others. This passion to help stems from my experience and the financial challenges I have watched friends, families or myself experience in the past. As witness to the challenges faced by important people in my life, I recognized the need for a professional and caring team to help others realize the life they want. My purpose is to help others define their goals, establish a wealth management approach centered on their priorities and then help them to adjust their approach, as needed, as the inevitable changes in life occur.

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

I offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, I begin by defining and prioritizing your financial goals based on the following seven areas:

·         Health: Managing healthcare expenses, now and in the future

·         Home: Upsizing, downsizing, remodeling, or buying a vacation home

·         Family: Taking care of your family and other people in your life

·         Leisure: Spending your free time in meaningful ways

·         Giving: Volunteering, mentoring others and giving to charities

·         Work: Working in retirement, selling, or starting a business

·         Finance: Bringing it all together and defining your financial goals

I’ll also draw on my industry knowledge and experience to offer:

·         Potential risk management solutions

·         Trust and estate planning services

·         Potential wealth management solutions

·         Access to Bank of America for your credit and banking needs

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can agree upon a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.