My love for the markets started early—at age 11—when I purchased my first stock. My dad, who lost his parents at a young age and grew up in a time when money wasn’t talked about, wanted to make sure we were empowered to understand how money works and how it can grow. That early experience shaped my life. Now, it’s my turn to pass that gift forward.
Even after more than 35 years in the financial services industry, I’m still learning every day. I started my career in Institutional Equity Sales—most notably at Lehman Brothers—and those years working closely with portfolio managers and analysts helped shape me into a strategic thinker who sees the big picture.
I hold a BBA in Finance and Marketing from St. Mary’s College, Notre Dame and an MBA in Finance from DePaul University’s Kellstadt Graduate School of Business.
Today, I work as part of a women-led team at BBV Wealth Management at Merrill. We take pride in helping individuals and families make thoughtful, well-informed financial decisions. I’m especially passionate about empowering women to feel confident asking questions, understanding their options, and building plans that align with their goals.
I’ve always believed that planning shouldn’t feel overwhelming. My goal is to help simplify complex decisions so clients can spend more time doing what they love—knowing they have a plan that supports them.
My passion for the markets began at an early age, guided by my father who helped me buy my first stock when I was just 11 years old. My father was at the center of my love for the market. He encouraged me to study and invest in things I understood, teaching me how my money could earn money for me. Unlike his family, who didn't talk about money, he wanted his daughter to be knowledgeable about all things financial. Throughout my career, I've experienced a variety of markets and have found immense satisfaction in navigating these changes alongside my clients.
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.