My practice is built around working with physicians whose financial lives are complex, time‑constrained, and deeply connected to their careers. I begin with a purposeful conversation to understand not just what you earn, but how you practice medicine, where you are in your career, and the personal priorities competing for your attention.
By gaining a clear view of your income structure, practice dynamics, risk exposure, and long‑term goals, we create a customized wealth management strategy designed to evolve as your career and personal life change. My role is to help bring clarity, coordination, ease of use and discipline to your financial decisions—so your wealth supports your life, rather than adding another source of complexity.
Consistent with Merrill’s tradition of leadership and service, I am actively involved in the community where I live and work. I believe physicians play a vital role beyond the exam room, and I am committed to supporting organizations that help our community—and the professionals who serve it—thrive over the long term.
As a Merrill advisor, my work is driven by one simple belief: your financial plan should reflect your life, not just the markets. Every relationship begins by understanding what matters most to you and your family—your goals, your responsibilities, and the future you're working so hard to build.
By placing you at the center of the planning process, I help you clearly see the trade‑offs, opportunities, and implications behind every financial decision. My role is to bring clarity and confidence to moments that often feel complex, so you can move forward with intention rather than uncertainty.
Life changes. Markets change. And when they do, I remain closely engaged—working alongside you to thoughtfully adjust your strategy as your needs, priorities, and circumstances evolve. It's a long‑term partnership built on trust, perspective, and a shared commitment to helping you live well today while planning wisely for tomorrow.
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.
