PROFESSIONAL PROFILE

I am a Financial Advisor in the Tucson Merrill Lynch office. I have been in the financial services industry since 1998 and with Merrill Lynch since 2007. I have been actively involved in the community by serving on various committees, sub-committees and boards to include: Breast Cancer Awareness, Race for the Cure and the Community Foundation in Tucson.

I make it my goal to add value through a strong client-advisor relationship and by providing each client with access to the best financial resources available in the marketplace. I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives. From implementing tax-efficient strategies for concentrated stock positions to retirement and educational planning, I work with my clients to develop a plan to grow and preserve their wealth. I initiate our planning-based discussion around your financial needs, your short and long-term objectives, your time horizons and your risk tolerance. By customizing a wealth management plan for you, I am looking to maximize your potential for achieving your financial goals. I often partner with your tax and legal advisors to develop tax-efficient strategies that will optimize your comprehensive financial situation.

Once your wealth management plan has been implemented, I will periodically review your plan's progress with you to make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place we will be less effected by extraneous event driven decisions. I embrace the concept of Total Merrill in my ability to deliver an unmatched breadth of both proprietary and non-proprietary products and services to my clients. I have access to a wide range of Merrill Lynch specialists whose experience can be drawn upon to customize a solution that meets your unique financial objectives.