As a second-generation financial advisor, I’ve been immersed in the world of wealth management from a young age. Growing up, I watched my parent help clients navigate life’s financial challenges, and I quickly realized that my passion lies in providing the same guidance, with an emphasis on long-term relationships and holistic planning. Today, I am proud to carry on the legacy of excellence in financial advice. My approach blends personalized financial strategies with an understanding of the broader financial picture—whether it's retirement planning, tax minimization strategies, or preserving the wealth you’ve worked hard to build. I focus on working with individuals, families, and small business owners who seek not just a financial advisor, but a trusted resource who truly cares about their future. My goal is to make complex financial topics understandable and to offer confidence through informed decision-making. When you work with me, you’re not just gaining an advisor; you’re gaining a passionate advocate who will always keep your best interests at heart. Let’s work together to secure the future you deserve.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.