Hello! I'm a proud father of two energetic boys and a newborn daughter, currently residing in Massachusetts. My journey has taken me through multiple states, including Florida, North Carolina, New Hampshire, and California, as I pursued my educational and career aspirations. Perhaps we share similar experiences?
I believe that trust is the cornerstone of any professional relationship. My approach is rooted in genuine personal connection, striving to understand you and your family to build mutual respect and understanding.
As a dedicated CERTIFIED FINANCIAL PLANNER® professional, my mission is to collaborate with you and your family to enhance your financial well-being through every interaction and conversation. I pride myself on simplifying complex financial concepts, avoiding industry jargon, and ensuring we're always on the same page.
Adhering to the fiduciary standard is a principle I hold dear, which is why I have meticulously acquired the knowledge and credentials to guide you in risk management, financial planning, investments, taxes, insurance, estate planning services, and retirement savings and income planning.
My style is consultative and client-focused-never aggressive. I'm not here to pressure you into decisions but to focus on what truly matters to you. By leading with a sound financial strategy and education, my goal is to gently guide you towards achieving your financial objectives.
Outside of work, I enjoy diving into new shows and movies, always on the lookout for the next great story.
Looking forward to connecting and securing a better financial future for you and your family!
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.
