Our entire team shares a common objective: Bring simplicity and transparency to the complexities of finance.
Through our team’s experience, insight and guidance, we transform the intimidating task of managing your money and planning for the future, into an exciting journey through a constant focus on your priorities and goals.
The world and financial markets are constantly changing moment to moment. That's why we believe that it all starts with your goals and knowing what is important to you. By understanding your priorities, we can effectively offer our experience and resources to build a custom financial framework for your individual situation.
CFA, CFP®, CKP®, CPFA®
CRPC™
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.