I've been a committed financial advisor for over 15 years. My experience lies in providing tailored potential solutions for high-net-worth individuals and small business owners aimed at optimizing their tax strategies and navigating retirement. I pride myself on building lasting relationships with my clients and understanding their needs. My commitment to excellence is rooted in the belief of the importance for continuous learning and personal growth. When not advising clients, I enjoy playing basketball and spending time with my family.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for, and with you, takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
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.
