As a CFP® professional, I work with individuals and families to simplify, organize, and optimize their financial lives. I also help make sure they don't have any financial blind spots.I start by getting an understanding of what's most important to my clients. I then prepare a plan that aligns their resources using tax-efficient strategies designed to maximize their potential to reach or exceed their goals. I work with a team of specialists and also coordinate with my clients' existing accountants and attorneys to coordinate the execution of their financial lives so they can focus on their highest priorities: their health, family, work, leisure and causes they care about.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
