You are a busy professional. You’ve spent a long time in school with demands tugging at you from every direction. The last thing you need to worry about is how you are investing your money or if you’re on track to retire with the type of lifestyle you’ve worked your entire life to achieve. Through our proprietary financial modeling process, we can help you determine if you are on track to achieve your goals so you can spend time focusing on what’s important to you: your family, your practice, and your career.
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.
