I joined Merrill in 2022 after working as a Financial Advisor at Northwestern Mutual. Prior to starting my career in wealth management, I spent most of my career in institutional asset management.Outside of work, I enjoy spending time with my family, playing golf, and reading. I also devote time to non-profit activities, including being on the Board of Directors of The Board of Pensions of the Presbyterian Church (U.S.A.).
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
