Whether you're planning for a major life milestones, navigating market volatility or looking to optimize your investments, I'm here to provide clarity and direction. With a background in accounting, banking and credit, I provide a well-rounded perspective to financial planning. Your success is my priority, and I'm here to help you make informed decisions with confidence every step of the way.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
