I am a Financial Advisor with Merrill, on The Plaza Team in beautiful Kansas City, MO.
I work with people to plan for their future by understanding where they are today and where they want to be. Clients come to me for advice and guidance that can help them in practical, meaningful ways. I enjoy diving deep and learning about my clients situations to provide long lasting strategies.
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.
