Whether considering home, health, giving, work, leisure or retirement, you have goals that are important to you.
I began my career at Merrill in 1997, and our relationship begins with understanding your priorities and what's important to you to help achieve your goals and dreams. I help you with planning for changes that occur in life and providing you with the comfort of knowing your decisions will be supported by personalized advice and the guidance you desire and the care you deserve.
It may be time for a new approach to the journey ahead- one based on what matters most to you and provides you with the advice, guidance and care you desire along the way. I will assist you and your family along this journey by providing the resources needed to help you connect to a better financial life.
When not in the office, I enjoy traveling and spending time with my family. I also enjoy reading, playing guitar, caring for migratory birds, and I am currently a brown belt in Brazilian Jiu Jitsu.
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.
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.
