Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I began my career in the financial services industry in 1996, after earning my MBA from Bowling Green State University. Prior to joining Merrill Lynch Wealth Management as a financial advisor in 2013, I held a number of executive-level positions at some of the largest global financial services firms in a variety of functional areas, including operations, marketing, international business development, finance and strategic planning.
Passionate about building enduring client relationships through outstanding and personalized service, I advise clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a well-defined and proven process. Given my extensive background in strategic planning, I take a holistic approach to managing wealth. This begins with getting to know a client and the client’s family, their financial situation and what matters most to them. This enables me to create a customized wealth management approach that is flexible to their needs and changes in market conditions.
My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all aspects of their financial lives. I also work closely with clients' other trusted advisors, including attorneys and accountants, to address their tax, trust, philanthropic and legacy issues.
I am a CERTIFIED FINANCIAL PLANNER™ certificant, awarded by the Certified Financial Planner Board of Standards, Inc. I have also earned the Certified Plan Fiduciary Advisor (CPFA) designation awarded by the National Association of Plan Advisors (an affiliate of the American Retirement Association). In addition, I am a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from my experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
My family and I live in Agoura Hills, California. Outside of my professional pursuits, I enjoy the performance arts, volunteering for education and health related causes, traveling, hiking, reading non-fiction and practicing yoga, meditation and spiritual inquiry. I serve on the board of directors for the Ethnic Arts Council.
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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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
ISG Portfolio Strategist
Wealth Management Lending Officer
Bank of America, N.A.
UHNW Insurance Specialist
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.