There are moments in life where you are reminded of the importance of family. A personal experience came in 1975: the year my family made a selfless decision to adopt me from an orphanage in war-torn country.
There are also moments where you are taught the value of wealth planning; that caring for your financial wellness is one of the most important aspects of caring for your family. Watching my parents make the most of their finances, travel the world, and retire on their terms, left an indelible impression; one that fuels a passion to help you put together a wealth management plan that helps you connect to a better financial life.
Life changing events teach invaluable lessons. Sharing these lessons includes working closely with you to:
1) Help you translate the complexities of your financial life into a language you understand; clarity you can use to make informed decisions regarding your financial future
2) Help you manage all of the relationships, personal and professional, that are impacted by your finances and financial decisions,
3) Regularly review and update (as needed) a wealth management plan that addresses your current and future lifestyle goals, aspirations and dreams
4) Help you turn the “I can only imagine” thoughts into a reality of all that is possible in your life
What would you do if you had time, money, and health that freed you to live out your dreams? Let’s connect if you would like to speak to someone who is committed to helping you make the most of your dreams.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can 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.
