Welcome to our wealth management team! We're dedicated to helping clients from all walks of life—from individuals just starting their financial journey to families building a lasting legacy. Our team spans three generations, and our focus has always been on providing clear, personalized guidance to help you navigate your unique financial goals. We're here to listen, understand your needs, and work with you to build a secure financial future.
Money touches every part of life—your plans, your family, your future. That's why we approach it as a team, blending perspectives to develop tailored solutions that feel right for you, not just right on paper. We'll ask the tough questions, do the heavy lifting, and keep you focused on what matters most. In the end, our success is measured by the calm and confidence you carry forward.
CFP®, CPFA®
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.