I work with individuals and families to bring clarity to their financial lives.
Good wealth management and financial planning depend on a full understanding of your goals and concerns. Once I understand what's most important to you, we will build a plan together and revisit it as life changes. The resources available to me at both Merrill and Bank of America let me address the various aspects of your financial life — not just your investments.
I grew up in the Treasure Valley before moving to Utah to start my career in finance. After several years of working with investors and their portfolios, I joined Merrill in the Boise area to serve the place I consider home. Outside of work, I enjoy hiking, traveling, going to the gym, and spending time with friends and family.
I care about connecting sincerely with my clients and building durable relationships that help give you real confidence in your financial plan. I look forward to working with you!
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.
