Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
We believe that a strong retirement plan starts with a solid foundation built on experience, insights and best practices.We specialize in defined contribution plans to help you focus on the areas We believe to be essential to plan success.
CPFA®, CRPC™