I am a financial advisor with a passion for helping individuals and families achieve their financial goals. With over 7 years of experience in the financial industry, I have worked as a Senior Financial Consultant and as an Insurance Broker. I hold the Series 7 and Series 66 FINRA registrations as well as a Life, Health and Annuities license. My mission is to empower my clients to make informed financial decisions and build a secure financial future.I am committed to staying updated with the latest trends and strategies in the ever-changing financial landscape. Whether you're planning for retirement, managing your investments, or seeking advice on tax optimization, I am here to provide potential solutions tailored to your unique needs.My approach is built on trust, transparency, and a deep understanding of your financial aspirations. I believe that financial success is not one-size-fits-all, and I work closely with my clients to create customized financial plans that align with their objectives.Outside of the financial world, I am a car lover and soccer fan, and I believe in the importance of work-life balance. Let's embark on a journey to financial prosperity together.Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
As a dedicated financial advisor, I am committed to understanding your unique goals and building a plan to help you pursue them. Financial planning is about more than numbers—it's about understanding what truly matters to you and helping you build a plan that reflects your goals, values, and priorities.Whether you're focused on securing your family's future, growing your wealth strategically, or simplifying complex financial challenges, my approach is hands-on, personalized, and rooted in genuine collaboration . I aim to offer clear guidance, appropriate solutions, and the confidence to navigate whatever comes next.Let's work together to create a plan that fits your vision and sets you on a path to achieving it.
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.
