My experience with Merrill started in 2020 after graduating with a Bachelor of Science in Business Economics from the Farmer School of Business at Miami University of Ohio. My goal as a Merrill Financial Advisor is to guide clients in navigating the intricate world of investments and financial choices with clarity and transparency. I use wealth planning as the foundation to help answer many of my clients most common questions; how to sustain their current lifestyle in retirement, afford a second home, pay for children’s college education, address ever-rising healthcare costs, or safeguarding their family’s financial legacy.
When I'm not at work, I enjoy being outdoors, whether it's tending to my garden and farm, hiking the beautiful Carolina mountains, or spending time with my family on Lake Norman. I'm passionate about giving back to my local community and hold leadership roles with the Lake Norman Young Professionals, North Mecklenburg Rotary Club, and the Folds of Honor Western Carolina Chapter Board.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
