We focus on developing customized financial solutions for individuals, families and business owners. Together, we work closely with you to understand your goals, and then agree upon next steps so you have a caring, knowledgeable advisor who can help you address your unique financial goals. You may be concerned with wealth preservation and growth, or leaving a legacy to your family, a charity or a cause. Whatever your personal goals may be, we will work with you to develop a personalized plan designed to help you pursue what’s most important to you.
It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.
CFA, CFP®, CPFA®, CRPC™
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.
