Our mission is to understand you and what matters most to you. We take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances are today and where you would like them to be tomorrow. We help you design and implement a customized financial strategy that can help you and your family pursue personal financial goals while managing strategic investment risk. Our approach is to create comprehensive strategies that can help turn your goals into reality.
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
CDFA®, CFP®
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.
