You should consider working with me because I have accumulated 27 years of experience and with that experience, I have developed the insight to guide my clients through difficult markets and all of the life changing events you will experience.
"My team can help you relax and live your best life with the resources you have."
I have dedicated my career to developing a disciplined goal-based investment process. The typical investor focuses on the day to day changes and market timing. I am going to provide you the coaching and discipline to focus on long term retirement planning and managing risk. In regard to risk, I put great emphasis on the use of Behavioral Finance. Behavioral Finance's main point is that the greatest destruction of wealth is when people make bad decisions based on the emotions of greed and fear. My goal is to help you develop a long term retirement plan and a level of risk that you can emotionally tolerate. Then coach you through difficult life transitions or markets that may tempt you to make a bad emotion based decision. In addition, we can be your single point of contact for banking, credit cards, mortgages through Bank of America, as well as investments, risk management, retirement planning and estate planning services, etc. One of my greatest assets to help me help you is my assistant, Megan Huth. She will assist with any of your daily administrative needs. Please contact us to set-up an introductory meeting.
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.
