I focus on offering a comprehensive approach to wealth management for individuals and families and what matters most to them. Whether you’re planning your retirement, saving to buy a home, or fund a child’s education, I start by getting to know you. Then I help them create a customized wealth management approach that can be flexible as your needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for making a difference in my client’s lives and helping them pursue their goals.
I hold a bachelor’s degree in Economics from the University of Colorado Boulder. In my free time, I enjoy spending time with family & friends, skiing whenever possible, and cooking. For more information about how I can help you pursue your goals and dreams, contact me at your convenience.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
