I create wealth management plans for employees with concentrated stock positions looking to take advantage of the skills of a CERTIFIED FINANCIAL PLANNER® professional.
I work with my clients that have investable assets of $1,000,000+ to create strategies for:
-Retirement Planning
-Equity Compensation
-Investment Management
-Tax Minimization
-Education Funding
-Insurance and Lending
-Wealth Transfer Needs
-Trust Needs
-Business Services (if applicable)
I also can help CEOs, Founders, and Business Owners find both public and private buyers for their businesses.
I feel that by pairing appropriate financial solutions for client goals and problems in the here and now with the ongoing support of my team and the many specialists we have access to, our clients can make consistently better and more confident decisions with their money.
I hope we can be of service to you soon.
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.
