I grew up in Fort Walton Beach, attended Choctawhatchee High School and have been a resident of the FWB/Destin area for over 35 years. This is my home and it is my pleasure to serve this community. My roots run deep with both my parents and my in-laws also living in the area.
With over 20 years of banking experience as a Senior Vice President, I have assisted many individuals and business owners. I am now expanding on that experience to provide overall wealth management planning through the power of Merrill. I have been in the financial services business since 1986, and can offer assistance with investment and retirement planning, as well as loan management and business strategic planning.
My #1 goal as a Financial Advisor is to offer a high level of involvement and communication with my clients. It is only through clear communication and frequent interactions that the goals of each client can be understood and achieved. I also commit to ongoing service throughout the relationship. I appreciate good service when I receive it, and I aim to provide a high level of service for everyone that I work with.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
