WHY I DO THIS
I believe that everyone deserves to improve their financial tomorrow no matter their current state, and everyone should feel empowered to do it.
MY VALUES
I truly enjoy working with my clients because, like me, they each have something in their lives that they’re working for: their families, their communities, their employees and businesses, their legacies.
NO MAGIC BULLET, BUT…
Trying to change one’s financial future can easily be an up-hill challenge with the hurdles of procrastination, indecision, competing priorities, and not enough (or too much) information, to name a few. While there is no “magic bullet” to reach one’s financial goals, I feel that improving one’s chances begins with an open conversation.
SOME REASONS PEOPLE WORK WITH US
- Feel understood and listened to
- Aspire to reach short and long-term goals but require bite-size action steps today
- Would benefit from a financial roadmap while accounting for detours
- Prompt responses
- Their interests held to be the priority at all times
- Receive proactive communications
- Need for candid answers on how to move forward
- Favor coordination/collaboration with their tax or legal advisor
- Want a captain or co-captain to guide their financial ship
- Want encouragement and support on how to begin
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
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.
