My goal is to connect you to the people, plan and process that best fit your unique ambitions. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
What do I bring to the table? - Entrepreneurial Insight: I understand the mindset of business owners and the challenges of navigating a liquidity event. I've been a business owner myself with two successful exits. - Bespoke Strategies: Every business and personal financial situation is unique-your strategy should be too. I take the time to understand the complexities of your situation and strategize accordingly. - Trusted Partner Network: I work alongside your tax advisors, estate planners, and investment specialists to create seamless financial strategies.
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.
