With a foundation built on discipline and teamwork from my time playing baseball in college, and a passion for exploring new places and perfecting my golf swing, I bring a well-rounded perspective to financial advising.
My education and experience allow me to help clients identify what truly matters to them and implement clear, actionable strategies to achieve their financial goals. Whether you're planning for growth, transition, or long-term security, I’m here to guide you with a personalized approach that fits your lifestyle and ambitions.
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.
