As a Wealth Management Advisor at Merrill, my goal is to help clients to build and preserve wealth and simplify their financial lives.
I provide personalized advice and investment management services whether you are just getting started on our investment planning journey to successful individuals and their families. I work with high net worth clients who require innovative financial strategies delivered in a highly attentive and personalized manner.
I hold a Chartered Retirement Planning Counselor, CRPCTM designation which is a program I went through that helps financial advisors further their knowledge of the entire retirement planning process, going far and beyond retirement income.
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. 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.
