During a successful career in data and technology sales, I have had the opportunity to see how planning and developing solutions in a methodical manner helped the companies that I serviced. I bring that same ability and focus to financial planning for your goals now and in retirement. Also, my vast business experience allows me to see things from the viewpoint of a business owner. I can help, not only in individual financial planning, but as a resource for helping your business grow by providing banking solutions from Bank of America that are important to the business owner, like financing and business owner exit strategies.Your successful retirement begins with a robust financial plan. I can provide that financial plan for you so that you can see your probability of success. We can then chart a path together so that you are able to pursue the goals that you have for you and your family.
I am committed to providing a financial plan to my clients that will be the roadmap for success in reaching and maintaining their desired lifestyle and the goals that are important to their families for generations to come. I look to find ways of solving the financial problems that may arise over time and to recommend pathways that will optimize the financial health of my clients.
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.
