Helping people make informed financial decisions is what motivates me every day. I work with individuals, families, and business owners to create strategies that help them build, preserve, and transfer wealth with confidence. My advisory approach combines thoughtful planning, attentive service, and a genuine commitment to understanding what is most important to each client.
Outside of my professional life, I enjoy spending time with family and friends, staying active, traveling, and continuously expanding my knowledge of financial markets and planning strategies. I believe that strong relationships, both personally and professionally, are the foundation of lasting success.
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.
