As a seasoned financial advisor, I understand that every financial journey is deeply personal. My commitment goes beyond just growing wealth—it’s about aligning your money with your life’s goals. I help hardworking individuals, and their families navigate their financial paths with clarity, discipline, and purpose. Whether you’re in your 30s, planning for retirement in your 50s, or already in retirement, I create customized strategies that are built to last. Having traveled to over 30 countries, I’ve gained a deep appreciation for the diverse perspectives and priorities that shape people’s financial lives. Coupled with 17 years of living in Nashville, I bring a global outlook grounded in the local community. My approach is comprehensive, strategic, and tailored to each client’s unique circumstances. I’m here to help you achieve your financial best—today and through retirement.
My Footprint: Where Experience Meets Insight
I bring 20+ years of global work experience to the table, with a diverse background in business school instruction, corporate investment strategy, and executive-level consulting. This combination of academic knowledge and real-world experience gives me a unique understanding of the complexities that drive successful financial planning.
What does this mean for you? It means I'm not just another advisor handing you generic advice—I'm someone who knows how to make financial concepts work for you, regardless of your life stage. Whether you're focused on maximizing wealth, minimizing tax liabilities, or ensuring a secure future, I bring the insight and the appropriate strategies that help you make informed, confident decisions.
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.
