I work with you and your family to build financial strategies that will help you reach your financial goals. Investing can be intimidating, and a comprehensive wealth plan can help reduce the stress associated with the uncertainty around things like retirement. We can see where you’re at now, where you want to go, and we’ll create a path that will help you get there. I have a simple process that begins with a discovery meeting where we talk about what’s most important to you and your family. We’ll review your finances, financial goals, investment experience, and when you want to achieve your goals. Once I understand the things that are most important to you, we’ll build your plan. A financial plan organizes your financial assets and financial goals so that we can select the best investments for you, your family, and your business. The investments we select for you will be driven by your time horizon and the cost of your financial goals. Once we implement your plan, we continue to meet to help make sure you’re on track and make changes as needed.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn 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.
