Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
650 TOWN CENTER DRIVE
COSTA MESA, CA 92626
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I am a graduate of the University of Southern California, where I was a walk on for the school’s football team. Over the past three decades, I’ve built meaningful relationships with multiple generations of affluent families, professionals, business executives and entrepreneurs. I also have a nuanced understanding of the needs of women, many of who will take full responsibility for their finances at some point in their lives—as sole earners, after divorce or as widows. My goal is to take care of all of their financial tasks and keep them well informed so they can concentrate on their business and personal interests.
Whether they’re looking to grow their wealth today, preserve it for the future or create a strategy for transferring it to their heirs, I help simplify the complex wealth management process and strive to bring a superior level of service to every relationship. When appropriate, I can work seamlessly with their other advisors so that their financial needs are addressed in a unified manner. I’m honored that so many clients have been with me for years, and I strive to cultivate relationships with all generations of the families I serve.
My process begins by uncovering clients’ feelings about where they are financially and where they hope to be in the future. Once I learn as much as I possibly can about their assets, liabilities and how their portfolio is currently structured, I help them develop wealth management strategies that take into consideration the answers to these and other important questions.
Using sophisticated planning tools, I assess clients’ income, savings, expenses and investment assets to analyze their likelihood of reaching their goals and desired lifestyle.
My value extends beyond investment management to the highly personalized advice and guidance I offer. I welcome a connection to consult on business and personal financial decisions.
University of Southern California
Personalized advice, disciplined investing and ongoing review can make this a reality.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.