The areas that I have found my greatest passion include:
- Widows & widowers, beneficiaries, and estate personal representatives
- Mid-level healthcare professionals such as PAs, Nurse Practitioners, Nurse Anesthetists
- Military & government retirees and pre-retirees
- Small business decision makers
- Families, individuals, and business leaders driven by what matters most to them
- Determine: What matters to you
- Create a customizable analysis to Determine: Your path, your plan
- Bring the strategy to fruition: Making it happen
- Review and track your progress
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your 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.
