From a young age, I knew I wanted to be a financial advisor. Growing up in a family of business owners, I watched firsthand how hard my parents worked to build and sustain our family business. It started as a single store, and with a lot of dedication, I played a key role in growing it into a multi-million dollar business with five locations. While I took pride in expanding the business, I realized that many people, including my family, often rely on working tirelessly just to keep things going. I wanted to help others find a way to break free from that constant grind and achieve financial independence. Becoming a financial advisor was a natural path for me. I've always been passionate on helping others, and now, I get to use my experience in business to guide people in building wealth, securing their future, and creating a balance between work and life. My goal is to help others grow their finances, career and their businesses in a way that lets them enjoy rewards without always being tied to the demands.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
