My mission is to guide clients toward financial clarity and confidence through thoughtful planning and personalized advice. With a background in banking, credit, and accounting, I bring a practical, approachable style to building strategies that align with your life goals.
I take pride in offering tailored guidance to a diverse group of clients, each with unique goals, challenges, and life experiences.
I do not provide tax advice in my current role at Merrill.
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.