My emphasis is on giving you access to sophisticated financial strategies that can help address almost every need throughout your lifetime. I have a broad range of capabilities designed to build and enrich your financial life. This would include advice regarding wealth management planning, education planning, retirement planning, and managing job transition. A discussion regarding your banking needs is also part of the process as I can provide you with access to a full line of banking services through the many resources of Bank of America, N.A. Your credit and lending needs are also taken into consideration to include home financing, home equity financing and securities based financing.
- Estate planning services including charitable giving, insurance, private family foundations and trusts.
- Investment planning including equity and fixed income strategies as well as managed account programs.
- Insurance planning to include life, disability and long term care.
- Strategies for business including cash management, financing, retirement recommendations and business succession planning.
I have been a financial advisor since 1996 and have worked in the financial service industry since 1984. I am a graduate of the University of the Incarnate Word where I earned my MBA and BBA. I am a fully registered Senior Financial Advisor and hold my series 7, 6, 63 and 65 FINRA registrations along with a Health, Life and Long Term Care Insurance License. NMLS#620721
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
