Our mission is to truly understand you and what matters most to you. We take the time to ask thoughtful questions and listen carefully, so we can gain a clear and detailed picture of where you stand today and where you want to be tomorrow.
Working together, we’ll design and bring to life a comprehensive financial strategy that helps you and your family pursue your personal financial goals while effectively managing investment risk.
It's important to take positive steps toward your financial future—and that means more than just investment advice. We take the time to understand you and your family, your financial situation, and what matters most to you.
Through one-on-one collaboration, we can work together to build a personalized financial strategy designed to help you achieve your goals.

CFP®, CPFA®
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.
