As a Merrill advisor and CERTIFIED FINANCIAL PLANNER® professional I offer advice and guidance based on you and your family’s goals and priorities. I put you at the center of my focus—not the markets—so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan, as needed.
I have been with Bank of America since 2011 and joined Merrill in 2018. My focus is on helping affluent individuals like you to develop personalized financial strategies by understanding your short- and long-term financial goals. I hold the Chartered Retirement Planning Counselor™ designation and am a CERTIFIED FINANCIAL PLANNER® professional. I am a graduate of Central Washington University with a bachelor's degree in Business Administration with a Specialization in Finance and a bachelor's degree in Political Science. My wife and I live in Everett with our 2 children.
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.
