I work with families, individuals and businesses to help them define and achieve their lifestyle and associated financial goals. This includes working closely with you to help you with the decisions that impact you most. With your questions, goals and concerns understood a plan is developed that aligns your investments to your life priorities, and in doing so, helps to provide you with the comfort of knowing that you are on track to achieve the goals that matter most to you and your family.
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.
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.
