AN ESSENTIAL RESOURCE FOR YOUR FAMILY
I am a CERTIFIED FINANCIAL PLANNER™ professional who runs a second-generation wealth management practice providing goals-based wealth management for nearly 50 multigenerational families. For nearly two decades, I have focused on creating highly customized retirement income strategies and aiding clients through the key transition of accumulating wealth during their working years to paying themselves in retirement. Like my father did for decades before me, I am committed to serve as a trusted family advisor and help clients educate the next generation and pass on wealth to heirs as smoothly as possible by assisting in the estate planning process. I utilize a team of in-house specialists along with my curated network of external partners, which means resources are always at my fingertips.
I have a great passion for educating and empowering women, often an underserved group in my industry, about investments and wealth management planning. Because of this passion, I ran a women-only seminar series since 2011 called Wine & Wisdom Workshops for Women to create a friendly learning environment where there are no "dumb questions." Most women have a critical need for a CERTIFIED FINANCIAL PLANNER™ professional to be their essential resource when navigating complex life transitions such as marriage, divorce, retirement, caregiving an elder or enduring the death of a loved one.
I am my clients’ family advisor for life. It is a responsibility I do not take lightly. Clients know they can depend on me as their dedicated problem-solver, so they feel prepared for life’s unexpected curveballs. To have a meaningful impact on my clients’ lives and enjoy lifelong relationships, just as my father did, is immensely rewarding.
Clients often find me because their financial lives have reached enough complexity that the magnitude of a mistake they could make doing everything themselves would be high. I strive to alleviate their financial stress and help them develop a healthier relationship with their money that bases financial decisions on personal goals. Through the wealth management planning we do together, our plan projections show the results of their action or inaction. These projections, coupled with a personalized savings and financial strategy, take an abstract goal ("wanting to retire comfortably on my terms") and make it definable, actionable, accountable and personally meaningful to each client.
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.