Before entering wealth management, I spent several years in the pharmaceutical and life sciences industry, including work in assay development and PK/ADA. That experience taught me how to approach complex problems thoughtfully, identify what matters most, and make decisions when the path forward isn’t always obvious.
Over time, I realized the part of my career I valued most was working with people, building relationships, and helping others navigate important decisions. That realization ultimately led me to wealth management.
Today, as a Merrill Financial Advisor, I bring that same analytical and problem-solving mindset to helping individuals, families, and business owners navigate their financial lives. I have a particular passion for working with professionals in pharmaceutical, biotechnology, clinical research, healthcare, and other life sciences fields because I understand firsthand the demands that can come with building a career in these industries.
My approach starts with listening. I want to understand what you’ve worked hard to build, what matters most to you, and where you want to go. From there, I help bring the different pieces of your financial life together, including investments, retirement planning, estate considerations, and access to lending and banking solutions through Bank of America, into a strategy designed to support your goals, your family, and the future you’re working toward.
Backed by the resources of Merrill and the banking capabilities of Bank of America, my goal is to help clients see the bigger picture, identify potential gaps, and navigate complex financial decisions with greater clarity and confidence.
You’ve worked hard to build your career. My goal is to help make sure your financial life supports the life you’re building because of it.
My approach combines careful analysis with genuine understanding. My background in the pharmaceutical and life sciences industry taught me to approach complex problems thoughtfully, evaluate the details, identify what matters most, and develop a clear path forward. I bring that same mindset to financial planning today.
But I also recognize that financial decisions are about much more than numbers. Behind every decision is a person, a family, a career, and a future they've worked hard to build. That's why I take the time to listen first and understand each client's goals, concerns, priorities, and life circumstances before offering guidance.
By combining disciplined analysis with a personal understanding of what matters most, I strive to help clients simplify complex decisions and build financial strategies that support not only their financial goals, but the life they want those goals to make possible.
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.
