Mission Statement
Our mission is to help our clients live the best possible life by creating meaningful relationships centered around comprehensive goals planning. We utilize our core values which include teamwork, transparency, and accountability within our practice to help measure, oversee and review progress to drive financial wellness. Our advisory process is designed to holistically address all life events and promote generational wealth education. We look forward to working with you and your family.
Areas of Focus:
- Financial and Education Planning
- Trust, Insurance and Estate Planning Services
- Wealth Transfer Strategies
- Credit and Lending through Bank of America
- Institutional 401(k) Guidance
- Concentrated Stock Management and Equity Compensation
- Investment Management/ Private Equity and Hedge Funds
- Mergers & Acquisitions — Capital Raises and Sale of Private Companies
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
APMA™, AWMA™, CFP®, SE-AWMA™
CRPC™, SE-AWMA™
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.
