You have worked extraordinarily hard to amass your wealth. The demands of your professional and personal priorities require a financial advisor who is willing to work just as hard for you in building and preserving that wealth, and utilize every resource available within a world class Wealth Management platform.

To be most effective, the wealth management process must begin with a holistic and detailed review of your financial situation, as well as a deep understanding of your unique objectives. No two clients are alike, and therefore a customized and goals-based approach is necessary.

At Merrill Lynch Wealth Management, I serve the needs of successful individuals, their families, and often their closely held businesses as well. Primary areas of focus include retirement planning, designing investment portfolios with an eye towards tax efficiency and mitigation of volatility, banking & lending needs, educational planning, wealth transfer strategies, and many others.

I strive to provide my clients with the highest degree of competency, transparency, and confidentiality. I'll meet with you periodically to review your progress, measure results against your objectives, and make adjustments as your life and business circumstances change.

Our global team of highly skilled specialists can further assist in areas such as Trust & Estate Planning services, Insurance, Home Loans, Personal Lines of Credit, Commercial Banking, and Investment Banking.

I graduated from Northwestern University with a B.A. in Economics.  I joined Merrill Lynch Wealth Management in 2006, and truly look forward to many more years of diligent service to my clients.



NMLS ID 559417
*Banking and lending services through Bank of America N.A.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.