I'm an energetic financial planner who believes sound planning should be as dynamic as the people it serves. By day I guide business owners, retirees, and company executives through tax-savvy investment and retirement strategies; at dawn I'm in the gym, and on the weekends you'll find me chasing birdies on the golf course.
Every relationship starts with a customized, personal financial plan - a living roadmap that aligns cash flow, investments, taxes, and legacy goals with the life my clients want to lead. From there I track progress, adjust for new realities, and educate each person along the way, so they feel confident and in control at every turn.
Away from the office I am cooking in the kitchen, listening to economic-history podcast, and chasing the perfect espresso shot. If that mix of rigor, creativity, and relentless curiosity sounds like your kind of partnership, let's connect.
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.