With over 26 years of experience in wealth management, I focus on the creation of individually customized wealth management strategies. I advise clients on wealth accumulation, preservation and the transfer of assets. The strategy has a defined process that includes portfolio development, liability management, tax minimization, asset preservation and a specific emphasis on helping to assure a lifetime, retirement income stream.
I also work with business owners and groups by providing strategies for cash management, group benefit plans, short and long term financing for the business itself and commercial real estate.
*Financing Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
