My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
I've worked in finance my whole career, which has given me to the passion to design and deliver value to all my clients. Having worked in positions, including; Finance, Banking, Portfolio Management, Control, and as an Entrepreneur, let me show you how I can apply that experience to your needs. My background is my strength and commitment to you knowing that I have the resources and strength of Bank of America and Merrill to deliver those results to you. Let us show you what the Bull can do for you!
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.
