Growing up in a small town, I witnessed firsthand the lack of knowledge about the power of investing among my peers and family. This ignited my passion to help others overcome similar challenges and inspired me to join the financial services industry.
As your advisor, my mission is to offer personalized advice and guidance tailored to your unique goals and priorities-for yourself and your family. Our approach to financial planning places you, not the market, at the center of our focus. I am committed to helping you understand the pros and cons of every potential decision and maintaining the discipline needed to pursue your most important goals.
Together, we'll develop a wealth plan built around your priorities and adapt it as your needs or market conditions change.
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.
