I am a financial advisor that joined Merrill Lynch Wealth Management in 2019 after graduating from the University of Oklahoma with a Bachelor of Business Administration in Management Information Systems and International Business. I speak Spanish and enjoy helping clients through unexpected financial situations. I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client's family, their financial situation, and what matters most to them. I help them create a personalized wealth management approach that can be flexible as their needs and market conditions change. My business partner Casey and I have combined experience of over 47 years all at Merrill Lynch Wealth Management. We offer a disciplined strategy and a unique process that has been created based on client feedback. We prioritize our clients and their goals while taking market volatility and unexpected situations into consideration.
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.
