As a Financial Advisor at Merrill Lynch Wealth Management, my passion is getting to know select families and professionals and focusing on their goals. Taking a look at the progress they have made towards those goals so far, and what it is that I can do to make those aspirations happen as quickly and efficiently as possible is a focus of mine. Being a CERTIFIED FINANCIAL PLANNER® professional and holding the Chartered Retirement Planning Counselor™ designation allows me to take a holistic approach, and apply customized wealth management thoroughly through a Personal Wealth Analysis. This process provides us an opportunity to take a look at, and address, needs in retirement planning, legacy planning, tax-efficient strategies, diversifying areas of concentration, pre-retirement and post-retirement income needs, along with any cash management.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.