I focus on delivering a comprehensive 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 achieve. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I begin each relationship by understanding the background and concerns of my clients. From there, I analyze each situation and develop an financial strategy that is tailored to meet their needs. Choosing the right mix of assets is paramount to a successful portfolio. As a CERTIFIED FINANCIAL PLANNER™ professional, I use my knowledge, resources, and experience to develop this strategy. Each customized strategy consists of high quality, income producing investments. Once I have identified the overall asset allocation, I implement the strategy.
I joined Merrill in 1993 after receiving a Bachelor of Arts degree in Economics from the University of Michigan Dearborn. As a member and President of the Economics Club I was the 1994 recipient of the Wall Street Journal Student Achievement Award, an award given to the student demonstrating outstanding academic performance and contribution to student life.
Today, I am a Senior Vice President and Wealth Management Advisor. Throughout my career at Merrill I have continued to deepen and expand my knowledge. I hold the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning Counselor™, CRPC™ designation awarded by the College for Financial Planning Institutes Corp.
I am also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis my own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
