Our belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning.

Each person's future is like their fingerprint – unique – while sharing common priorities. Many look for our guidance with the unanswered questions centered on 7 key life priorities:

Family – Finances – Health – Home – Leisure – Work - Giving

Life comes with change, meaning no straight line when it comes to your finances. We assist people in navigating thru the cycles of life without losing focus on their priorities.

I began my financial services carrier in 1990 and have been with Merrill Lynch Wealth Management since 2005. Over the years I have completed several Finance and Investment courses including the Chase Professional Development Program in 1998. Most recently, I earned the Chartered Retirement Planning Counselor^TM or CRPC^TM designation offered by The College for Financial Planning Institutes Corp. in 2015.

I am part of a team of tenured professionals with over 100 years of combined experience that provides wealth management strategies and services for high-net-worth families to help them structure their financial assets and pursue their short-and-long-term financial goals. As a native of Brazil, I am fluent in Portuguese, English and Spanish.