I am a Financial Advisor with Merrill focusing on retirement planning, with a key focus around empowering you to understand and feel confident in making financial decisions.  My goal is to simplify the complicated world of investing, by collaborating with you to deliver a financial plan that is based upon your goals and comfort levels.  This approach affords me the privilege of helping to make a positive impact in your life, which is one of the many reasons why I love what I do. 

 

I have been in the financial industry for more and 30 years and decided to join Merrill because of the holistic approach to Wealth Management and banking.  This role provides me access to elite Money Managers, as well as an open architecture which allows me to deliver all of Bank of America's deposit and lending services.  I am truly your one point of contact for all your financial needs.

 

What brings balance and joy to my life is spending time with my family, which includes two incredibly loveable Doodles, Bailey and Annabelle.  I have a passion for traveling and fully embrace diving into new cultures, which certainly includes a great meal. I enjoy having the sunshine on my face, while reading a great book and always look for the best outcome in any situation.