When building a lucrative business in a creative, fast-paced industry, it’s easy to get caught up in the moment, plowing all your energy into the chase for the next big opportunity. My practice focuses on multi-hyphenate creators and modern entrepreneurs who have tasted success, continue to explore new dreams and want to enjoy their lifestyle while pursuing long-term financial goals.
Many of the traits that help make you successful – curiosity, creativity, innovation and drive– are incorporated into my approach to help bring order to your financial life. Through a one-on-one collaboration, I can assist you with a personalized financial strategy that caters to the way you live and work. Financial decisions shouldn’t burden you, and by drawing on my knowledge and the sophisticated resources of Merrill and Bank of America, I can help simplify your financial life. Whether your focus is on optimizing cash flow, selling your business or expanding, securing custom credit arrangements, diversifying concentrated stock or developing a plan for early retirement, I will guide you through each step.
Your devotion to clients and maintaining a competitive edge can be all encompassing. Paying attention to your financial strategy can be a challenge to do on your own. My team and I are here to support you as we learn from your perspective the different stress points in your financial life. By leveraging a deep network of strategic resources, we can assist you with tools and personalized guidance to help you stay on track toward your goals.
It’s not uncommon for young entrepreneurs and growing businesses to have multiple investment, credit and banking accounts at different financial institutions. By helping you weave together and streamline those relationships it can become easier for you to efficiently manage your financial life.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Advice and Guidance Focused on the Creator Economy
I focus on helping multi-hypenate creator talent build sustainable, self‑made wealth by acting as the financial quarterback across their entire ecosystem—coordinating with agents, managers, accountants, bankers and brand teams so the talent can focus on what they do best.
Over the past few years, I've seen a major shift in how athlete, creators and entrepreneurs build their brands and income streams. Their careers now span competition, content, partnerships, entrepreneurship, and community-building. Yet very few wealth advisors understand:
That's where my team steps in. We help talent:
For talent who are athletes, innovators, storytellers, and entrepreneurs there's a great opportunity to work with us to align their financial plan, business strategy, and creator‑driven business opportunities.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
