I'm a wealth advisor with a focus on helping people navigate major life or career transitions. Changing jobs, starting or selling a business, the birth of a child, divorce, or receiving an inheritance are all great times to start thinking about a long-term financial plan. I talk a lot with clients about controlling the emotional aspects of investing. My philosophy is that we should be passionate about our journey but never emotional about the day to day fluctuations of the market. I'm a big believer in putting together plans that are based on objective reasoning, filtering out the noise. My family and I love living at Lake Tahoe. We enjoy hiking the scenic mountain trails and relaxing at the lake in nice weather or the many snow-related activities in winter. It truly is a special place and we are proud to be involved in efforts to help keep the area beautiful. I am always happy to connect and learn about your story too.
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.