For over thirty years as a financial advisor, I've helped clients navigate various wealth management decisions, through sound education, advice and guidance; so that they can achieve their financial goals. But first we spend time discussing what's specifically important to them; so that we can understand and prioritize each client's financial and personal goals.
Many people are driven by the goal to be high achievers; but also to live a well-balanced life. Sometimes it may feel that the two compete with each other. Professionally and personally, I've tried to do both. Many clients have also shared with me their desires to be financially healthy, while living a balanced lifestyle as well. Being a helping hand in this process for clients has been my greatest source of professional pride. My Wealth Management Team at Merrill is dedicated to helping clients reach financial independence. My non-professional hobbies include coaching High School Basketball; competing at fitness sports like rowing, running and triathlon; music; reading current events and novels; and most of all loving and watching my own four adult girls achieve their own goals. If you would like to discuss how we might work together; or if you'd just like to tell me about your own hobbies and successes, feel free to contact me.
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.