I became a Financial Advisor because I believe financial planning is about people — their families, their future, and the legacy they want to build. I love working with young professionals, families, and retirees who want a long‑term partner they can trust, not just a one‑time advisor. My passion for generational wealth comes from seeing how much stability and confidence it can create across a family. I listen first, understand what matters most, and build customized plans that seek to support clients through every stage of life. Whether it’s helping a family prepare for the future or guiding someone toward a confident retirement, I focus on relationships, clarity, and steady support. I’m grateful to work with a team that brings over 100 years of combined experience, giving my clients the depth and expertise they deserve. Outside of work, I’m an animal lover, a traveler always ready for the next adventure, and someone who enjoys staying grounded through reading and exercise. At my core, I simply want to help people feel secure, supported, and confident as they build the future they envision.
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.
