The greatest passion of my life is to help families and individuals achieve their financial goals. In an ever-changing, tumultuous world, my team and I provide a client-centric, disciplined, and long-term approach to doing just this by helping you grow your wealth.
We combine the best of both worlds: the feel and personalized service of a boutique-like firm coupled with the extensive investment resources of Merrill & the banking capabilities of Bank of America. Our team focuses on serving a diverse array of clients. Because every one of our clients is unique, we provide customized financial strategies that are in line with your needs and aspirations.
At every step of our process, our priority is you— to listen to and understand your concerns and objectives. Are you on track to have the kind of lifestyle you want in retirement? How much do you need to set aside for your kids' college tuition? We are here to help you answer these all-important questions. Our excellence and professionalism is embodied every day in the unrelenting commitment to enhancing our clients' financial lives.
I relish the opportunity to get to know you better for my team and I to be able to serve you.
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.