In today's society, many people have financial goals and the resources to strive for them, but neither the time or the specialized knowledge to pursue them on their own. I leverage my education and experience to help clients make the most of their hard-earned wealth -- allowing them to spend their free time on other things.I currently hold a CIMA® certification. With over a decade of experience and education. I continue to speak at various industry forums and events as well as conduct educational seminars for individuals, families, and businesses.For my charitable work, I am open to help many organizations. Currently, I volunteer within the rowing and jiu-jitsu communities.
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.
