I am here to help you and your family--that's it. Your financial wellness depends on many factors and I'll help you through each, offering transparency and clarity to what can too often be a struggle for some.
Investing should not be complicated. There's three ways to invest: preserve what you have, get paid through dividends and interest, and grow your wealth. I devote my career to simplifying investing and helping to make sure you get what you want.
With over seventeen years of experience at Merrill, I'll bring a perspective that your money is a tool that can empower you to have more flexibility and optionality for all aspects of your life. Use me to help you live purposefully, happily and without worry.
I'm a Portfolio Manager that does not delegate oversight of your money to other individuals. Growing and preserving your wealth is an honor that I take seriously.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.
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.
