Being a Merrill Lynch Wealth Management Financial Advisor. I focus on detailed financial planning and enjoy helping clients identify their financial objectives. I construct a personal financial plan for each client, implementing an investment strategy to maximize assets and efficiently work towards my clients' most important financial goals. A graduate of Indiana University, I earned a bachelor's degree in marketing and a minor in business through Indiana University's Kelly School of Business. In 2023 I furthered my education in the industry by earning the Chartered Retirement Planning Counselor™, CRPC™ designation issued by the College for Financial Planning Institutes Corp. In addition, I carry the Series 7 and 66 FINRA Registrations. I currently reside in Louisville, Kentucky and am active in multiple sports including tennis, pickleball, and golf.
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.
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.
