A desire to help others is one of the main reasons I chose to join the financial services industry. This passion to help stems from my own experience, the financial challenges I’ve personally faced, and what I’ve seen family and friends face. As witness to the challenges encountered by important people in my life, I recognized the need for a professional and caring team to help people realize the life they want.
My mission is to work with you to develop a wealth plan built around your priorities, and then help youadjust, as needed, to the changes that inevitably may occur.
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.