The most important part of money isn’t what the markets do—it’s what you do.
I help individuals and families make better financial decisions by focusing on what truly matters: patience, discipline, and long-term thinking. Investing isn’t about chasing the next big thing; it’s about aligning money with your goals and using it as a tool for freedom, security, and meaningful pursuits.
With years of experience in wealth management, I’ve seen firsthand that financial success isn’t about having the highest returns—it’s about avoiding big mistakes, managing emotions, and sticking to a plan that works for you.
The best financial strategy is one you can stick with, through market highs and lows. If you’re looking for guidance rooted in simplicity, team work, and behavioral finance, let’s connect.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
