I began my career as a Certified Public Accountant and then as a Corporate Bankruptcy Consultant with Ernst & Young Corporate Finance LLP.

After 10 years of advising corporations, banks and creditor committees, I built an investment advisory practice at Merril Lynch Wealth Management by bringing my extensive knowledge to high net worth investors and business owners.

For the past 20 years, I have helped clients develop strategies to build and preserve their wealth. I feel that my background in analyzing and restructuring corporate balance sheets has proven valuable to clients when assessing risk and making sound investment decisions based upon each client's unique needs.

I utilize various strategies to generate cash flow for clients through investments including options, dividend paying stocks, municipal bonds, master limited partnerships and preferred stocks.

My long-term client relationships are built on trust, superior service and communication.

I am a CERTIFIED FINANCIAL PLANNER™ professional, and a graduate of the University of Texas of Austin with a Bachelor of Business Administration and a Masters in Professional Accounting.

*I do not provide tax advice in my current role with Merrill.

** Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.