I am committed to helping you and your family achieve your financial and life goals. I come with eight years of wealth management and investing experience. I have been with Merrill Lynch Wealth Management since 2015 and I intend to bring you Merrill's world-class resources and my extensive knowledge to our relationship. My team also includes the highly regarded Registered Senior Wealth Management Client Associate, Jim Nelson.
From my perspective, successful strategy begins with in-depth personalized financial analysis. Before I address your personalized investments, I will take time to build your financial framework that considers what you want to achieve and how comfortable you are with risk. Once I have a deep understanding of your needs, I will design and implement a strategy that integrates each component of your financial life.
Contact me if you have needs in:
• Retirement Planning
• Stock Option Planning
• Investment Management
• Cash Flow Management
• Education Planning
• Estate Planning Services
• Tax Planning
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.
