As a multigenerational team, our pledge is to take excellent care of our clients.  Our team consists of two generations of financial professionals, giving us a unique collective insight into the history and future outlook of wealth management.  Blending our collective skill sets, allows us to apply a broad knowledge base when we collaborate to serve you.  We have the honor of serving four generations of clients, and we feel our strategy well compliments the needs that they have.

Our desire is to work with clients whom are mutually a good fit for everyone involved.  We enjoy excellence, trust, value, compassion, and advocacy in every part of our relationship.  And we have fun doing it as a group and with our clients. 

We work with people across the country, including successful professionals saving for retirement, business owners, retired couples, women – after divorce or as a widow – and individuals desiring to leave a legacy for future generations.

Wealth management is a team effort, in which you are an active participant.  Our collaboration extends to professionals throughout Merrill – Bank of America, and if you desire, your attorney, accountant, and other professionals to best accommodate your needs.  Working together and as your advocate, we are best able to develop and care for wealth management strategies designed to help address your individual needs.  Every relationship with our clients is unique and we treat it as such.

We know the clients we serve trust us with one of, if not the most valuable assets they will accumulate during their lifetimes.  We take that responsibility and privilege to be the highest priority in our relationship with you.