Our mission, first and foremost, is to understand you and what matters most to you. Everything we do is customized and implemented to help you and your family pursue your financial goals while helping manage investment risk. We work together with clients’ other professionals, such as attorneys and accountants to help ensure consistent execution. We aim to bring simplicity and transparency to the complexities of finance; making the intimidating task of planning for the future an exciting journey of managing and helping you reach your goals.
The team shares a common goal: to help clients pursue their personal goals, such as planning for and funding their children/grandchildren’s educations, helping ensure that their money lasts in retirement, planning for their potential health care costs, managing transfer of wealth to the younger generation, and structuring plans for charitable giving.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CFP®, CRPC™
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.
