As a financial advisor with five years of experience, I focus on working with business owners, skilled trade professionals and individuals preparing for or living in retirement. My goal is to provide practical strategic guidance that empowers people to feel confident and informed about their financial future. Through personalized reviews and thoughtful planning, I help create a roadmap tailored to each person’s unique goals and aspirations. Each day, I’m driven by the opportunity to make a meaningful impact in my client’s lives. Whether it’s guiding investments or crafting retirement plans, I’m here not just as a planner but as a trusted resource dedicated to helping you reclaim time for what truly matters. If you are ready to take ownership of your financial future, let’s work together to create a plan that aligns with your vision. Reach out today to start the conversation!
I was born and raised in the Orlando area, and I began my career with Merrill in 2019 after graduating from Baldwin Wallace University in Cleveland, Ohio. With a background rooted in both Florida and Ohio, I focus on serving clients from these regions but welcome the opportunity to work with individuals nationwide, tailoring guidance to align to each person's unique goals and aspirations. Inspired by my family's experience as business owners, I saw firsthand the challenges involved in balancing financial security with personal priorities. This perspective shaped my commitment to financial planning, where my focus is on helping clients and families achieve both stability and the freedom to focus on what matters most.Outside the office, I enjoy golf, pickleball, and focusing on health and fitness. Giving back to the community is also a core value, and I actively support educational initiatives and mentorship programs. I'm passionate about empowering young individuals to embrace fiscal responsibility and believe in their potential for a secure financial future. My goal is to equip the next generation with the confidence and knowledge to build lasting financial well-being, no matter their background.
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.
