With 25 years of financial services experience, I have developed the insight and wisdom to help my clients through difficult markets and all of the life changing events that they will experience.
I have dedicated my career to developing a thoughtful, disciplined goal-based investment approach designed to help my clients navigate through some of the most volatile markets in history. The cornerstone to my investment approach is long term retirement income planning and strategies for helping manage risk. In regard to strategies to help manage risk, I put great emphasis on the use of Behavioral Finance principles. One of Behavioral Finance's main tenets is that the greatest destruction of wealth is when people make bad decisions based on the emotions of greed or fear. My goal is to help you develop a long term retirement strategy and a level of risk that you are comfortable with. Then help you through challenging life transitions or markets that may tempt you to make an uninformed decision based on emotion.
In addition to my experience and investment approach, my highest priority is to help my clients to simplify their life and provide a level of service that exceeds their expectations. We can be your single point of contact for access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients' financial needs.
One of my greatest assets to help me help you is my Wealth Management Client Associate, Megan Huth. She will assist with any of your daily administrative questions or needs. Listed below are several of the areas I can help with. Please contact us to set-up an introductory meeting.
Investments and Risk management strategies Retirement Income Planning and Education Planning Small business and corporate 401(k) plans Access to home financing through Bank of America, N.A. Insurance and estate planning services
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.
