As a financial advisor, I am deeply committed to helping individuals and families live their best lives by aligning their financial resources with what matters most to them. My approach begins with listening—asking thoughtful questions and developing a clear understanding of each client’s goals, values, and financial priorities.
With more than 20 years of experience, I help guide clients through complex financial decisions by providing personalized strategies intended to support wealth building, preservation, and long‑term planning. By integrating investment planning, risk management, tax‑aware strategies, and legacy considerations, I seek to bring clarity and confidence to every stage of a client’s financial journey.
I believe the strongest outcomes are built through lasting relationships. I am dedicated to delivering clear, actionable guidance with a high level of care, transparency, and diligence—providing white‑glove service and collaborative support designed to help clients navigate life’s transitions and plan for the future with confidence.
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.
