My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
++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.
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.
