I’m a relationship-first financial advisor who believes good planning starts with listening. My goal is to be a steady, trusted presence for my clients—Someone they can turn to for any financial decision, big or small, with clarity and confidence. I focus on simplifying complex topics, providing thoughtful guidance, and helping people move forward feeling informed, supported, and in control.
Outside of work, I value time with family, balance, and enjoying life along the way—whether that’s planning trips, exploring new experiences, or simply staying grounded in what matters most. I bring that same perspective into my practice: real conversations, honest guidance, and a long-term partnership built on trust.
My approach is simple and personal. I start by understanding who you are, what matters to you most, and where you want to go - Then we build a plan together. I focus on clear communication, thoughtful strategy, and being consistently present so you feel supported through every financial decision, not just at milestones.
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.
