Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.