| With more than 20 years of experience across banking, insurance, and wealth management, I help clients navigate financial complexity with clarity, discipline, and long‑term perspective. Many of the individuals and families I work with face increasingly sophisticated financial decisions—multiple accounts, evolving compensation structures, and critical timing considerations. My role is to help bring structure and thoughtful guidance so decisions are made intentionally, not reactively. |
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My approach is planning‑first and relationship‑driven. Rather than reacting to markets or short‑term noise, I help clients focus on what they can control and make thoughtful, well‑informed decisions aligned with their long‑term objectives.
My goal is simple: to help clients move forward with confidence, knowing their financial decisions are guided by clarity, discipline, and purpose.

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.
