With a robust background in finance spanning over 30 years, our team has amassed a wealth of knowledge and experience in various financial domains. This extensive experience equips us with a deep understanding of the complexities of the financial world, enabling us to provide our clients with informed advice and tailored strategies to help navigate even the most intricate financial situations. Additionally, our team member certifications as CFP®, CDFA ®, and CPWA® reflect our commitment to continuous professional development and specialized knowledge in diverse areas of financial planning. With this extensive skill set, we are equipped to address not only general financial needs but also provide specialized guidance in divorce-related financial matters and private wealth management.
"Our clients entrust us to manage risk, take a proactive approach, and guide them toward long-term financial success. Our comprehensive approach involves thorough planning, seamless implementation, ongoing monitoring, and thoughtful adjustments as necessary to ensure their financial strategies remain aligned with their goals".
Join us for a brief weekly conference call where we provide timely insights into capital markets, economic trends, and investment strategy updates amid ongoing volatility. Our goal is to keep you info...
Join us for a brief weekly conference call where we provide timely insights into capital markets, economic trends, and investment strategy updates amid ongoing volatility. Our goal is to keep you info...
CDFA®, CFP®, CPWA®
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.
