With nearly a decade at Merrill, I've built my career on a genuine passion for helping people make confident, informed financial decisions-especially during life's most pivotal transitions. As both a Certified Divorce Financial Analyst® (CDFA®) and a Chartered Retirement Planning Counselor™ CRPC™, I offer specialized guidance that helps clients navigate complex circumstances with clarity and purpose.
I believe the most rewarding client relationships are built on trust, collaboration, and a well-crafted financial plan. I'm proud to be the kind of adviser who listens deeply, thinks strategically, and helps clients align their money with their goals-whether they're building wealth, facing a major life change, or planning for retirement.
My journey into finance began during my time at the University of Maine, where I first discovered my love for numbers and strategic thinking. I grew up in a military family and moved frequently, and experienced that taught me how to adapt quickly and connect with people from all walks of life. These skills continue to serve me well as a financial advisor. I truly love what I do and couldn't imagine a more fitting career. Merrill isn't just where I work, it's where I found my calling.
Outside the office I'm an early riser who hits the gym before the sunrise, a passionate baker, and someone who thrives on structure and routine.
If it's been a while since you last revisited your financial plan, I'd love to connect and see how I can support you and your family's financial journey.
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.