My mission is simple: help clients live the best life possible with the resources they have available today. That may be in their personal life, their professional, business life or the lives of their family members. I have over 25 Years of investment experience meeting the financial needs of institutional, individual and high net worth business owners. I joined Merrill in 2017. Prior to Merrill I was with Northern Trust, AllianceBernstein, and OppenheimerFunds. I hold both an MBA, from Stephen M. Ross School of Business at the University of Michigan, and a BA in Economics from the University of Michigan. Additionally, I am an Adjunct Professor of Finance, Mike Ilitch School of Business at Wayne State University.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
