I build long-term relationships grounded in caring and trust, helping multiple generations of families distill the complexities of wealth. My goal is to create a client experience marked by customization, continuity, and committed service. I have worked with individuals, families, and businesses since 1989. With the global resources of Merrill, I will place you at the center of the wealth management process. We will work together to design goals-based financial strategies to help you reach the goals that matter most to you.
My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design and implement a customized wealth management strategy that helps you and your family pursue your personal financial goals. It might include planning for and funding children's or grandchildren's educations, helping to ensure that money lasts in retirement, covering potential health care costs, and preserving wealth while managing investment risk. My wealth management approach is about using wealth to 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.
