I focus on delivering a detailed approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to pursue. My access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
My Team and I are actively involved in the communities we serve. We devote significant time, energy and resources to help create positive change in the areas in which we live and work.
I started my career in Wealth Management at SunTrust in 2004, and joined Merrill Lynch Wealth Management in 2017. I received my Bachelors of Science in Business Management from the University of Maryland. A native to the Washington DC region, I live in New Market, MD with my husband and two children. In my free time, I enjoy visiting with family and friends, participating in local 5k and 10k charity runs, and escaping to O’ahu.
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.
