I began my financial services career in 2004. As a Financial Advisor, I assist my clients by helping them manage their wealth to meet their individual needs. My team, The Hagelman Group, is comprised of dedicated individuals that are here to work for you. We focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and help to ensure every potential solution is grounded in understanding what each client wants to achieve.
I have experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business. I provide access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs. In addition, I can work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy approach. I also assist clients with their protection strategies such as life, long term care and disability insurance.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your 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.
