I am a Financial Advisor based in Springfield, Missouri. I work with individuals and families to understand their financial circumstances and develop strategies aligned with their stated goals and objectives.
My practice includes investment management, retirement planning, and wealth accumulation. I take a structured approach to organizing financial information and supporting clients in evaluating available options over time.
I maintain ongoing communication with clients and update strategies as their financial situations, objectives, and market conditions change.
Reach out and together we’ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.
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.
