Welcome

As a Merrill financial advisor, I focus on simplifying complex financial concepts, empowering you to confidently navigate towards your financial aspirations. With a commitment to understanding your specific circumstances, I offer personalized advice that optimally aligns with your goals. Whether you're preparing for retirement, funding your child's education, or purchasing a home, my goal is to provide tailored strategies that cater to your unique needs and aspirations. You'll benefit from a comprehensive suite of services, including •Education Planning •Personal Banker •Home Lending through Bank of America •Portfolio Management •Tax Strategies •Wealth Preservation •Trust & Estate Planning.
I am dedicated to being your trusted advisor every step of the way on your financial journey, helping to ensure your financial well being and success.