With over 27 years of experience in wealth management, I have developed a deep understanding of the complexities that individuals and businesses face in achieving financial security. My focus is on creating customized wealth management strategies that are as unique as each client I serve. Whether you are looking to accumulate, preserve, or transfer wealth, I take the time to understand your specific needs, goals, and values, helping to ensure that every strategy aligns with your vision for the future.
My approach is comprehensive and well-defined, encompassing portfolio development, liability management, tax minimization, asset preservation, and an emphasis on securing a reliable, lifetime retirement income stream. I take great pride in providing guidance through each stage of your financial journey, offering advice and support that helps you make confident, informed decisions.
I also work closely with business owners and groups, offering personalized strategies for cash management, group benefit plans, and both short- and long-term financing, including appropriate solutions for commercial real estate. My goal is to ensure that your business thrives, while also securing your personal financial future.
Through years of experience and a commitment to personalized service, I am dedicated to helping you achieve lasting financial success.
*Financing services are provided through Bank of America, N.A.
I am dedicated to understanding what truly matters most to you and your family. By getting to know your values and dreams, I can ask the right questions and truly listen to where you are financially and where you'd like to be in the future. From there, I'll help you create a simple, personalized plan that works towards your goals, while also being mindful of managing investment risks. My focus is on finding appropriate solutions that guide you towards turning your financial dreams into reality, giving you confidence moving forward.
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.
