Welcome! Thank you for visiting our website and considering us as an integral part of your life-planning team. In our work with families, we employ a wide array of services centered on a holistic, overall approach. We consider your essential goals and tolerance for risk, your assets (traditional stocks, bonds, cash, qualified and non-qualified stock options, corporate deferred compensation and cash bonus plans), your liabilities (business financing, residential and second home financing, collateralized lending) and overall net worth. From this, a custom plan and portfolio is tailored to help meet your individual goals and objectives.
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.
CDFA®, CFP®, CRPC™
CFP®, CPFA®, 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.
