Our team caters to two core groups, a dual focus that inherently enhances our service model to both. In working with institutional clients, we consult to some of the best financial minds in the industry, spurring us to maintain our edge in investment research, portfolio allocation, and tax policy. In working with affluent individuals and families, we engage with a network of successful clients whose wealth management concerns are personal in nature but institutional in scale. By addressing the financial needs of both of these core constituencies, we amplify our skill and effectiveness in helping institutional and individual clients alike. We are passionate about doing things the right way. As a result, we hope that we provide clients with the confidence to focus on and fulfill their mission.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CPWA®, CRPC™, CSRIC®, RICP®
CRPC™
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.
