In 2022, I joined Merrill after building a strong foundation as a financial advisor at Northwestern Mutual. Before transitioning into wealth management, I spent much of my career as an investment portfolio manager, developing deep expertise in the markets and long-term strategic planning.
Outside the office, I enjoy spending time with my family, playing golf and pickleball, and reading. I am also committed to supporting non-profit initiatives and am currently serving on the Board of Directors of The Board of Pensions of the Presbyterian Church (U.S.A.) and as Chairperson of its Investment Committee.
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.
