My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
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.
The Quincy Merrill office is excited to sponsor again "Man Up", a free event hosted by Quincy Medical Group. Join us for a fun morning focused on men's health and wellness on Saturday, August 24, from...
**Join us for an informative presentation on an important topic to everyone-sleep.**We will be hosting a presentation by Dr. Melissa E. MilanekDr. Milanek is a licensed clinical psychologist, executi...
The Merrill office is excited to be a sponsor of the YWCA "A Voice For All Women". The event takes place on Friday, October 25th 2024 at the Oakley Lindsey Center in Quincy, IL. Please join me for a n...
Lace up those sneakers before the big feast. The Quincy Family YMCA's 45th Annual Turkey Run is Thanksgiving Day, Thursday November 28th, 2024. Our office is proud to be part of this awesome Quincy Tr...
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.
