Our team is dedicated to helping clients meet their financial goals, using our extensive knowledge and experience along with the vast resources of Merrill Lynch Wealth Management.  Through initial conversations and ongoing communication, we work to gain a comprehensive view of our clients’ financial lives.  Every client is unique, whether an individual, family or institution, and through careful listening our approach is very much customized, accounting for the timing of goals, circumstances and opportunities.  We are also committed to optimizing wealth through varying market conditions, enhancing a client's objective of achieving a lifetime income stream.