Profile

After over twenty years of experience working with high-net-worth clients and their advisors, I have seen that successful wealth management requires both insightful advice and thoughtful listening, combining both intellectual capital and emotional intelligence. I believe there's a distinct advantage to having a Financial Advisor who knows you and is intimately familiar with your family and your financial goals. Someone who is analytical and empathetic, who offers you creative yet pragmatic advice and plans for your financial life.

As a Financial Advisor at Merrill, I serve as your personal advisor who can help you make well-informed decisions for all aspects of your financial well-being. I strive to grow with my clients as their needs change. My conversations are tailored to my clients' level of experience which allows me to introduce sophisticated strategies when appropriate. I believe that my 'judgement-free zone' helps them feel more comfortable to talk about their unique situations and experiences with money.

With more than two decades in the financial services industry, I seek to uncomplicate the complicated and clearly explain the terminology. I have a depth of knowledge with respect to complex subject matters, with extensive knowledge in portfolio risk management, alternative investments, and concentrated equity hedging.

Who do I serve?
• Self-made, first-generation wealth creators
• Female entrepreneurs and professionals taking charge of their financial well-being
• Individuals and families with concentrated wealth in a single stock
• Clients who need guidance through large financial decisions due to a career transition, marriage, divorce, widowhood, or inheritance
• Investors who seek Environmental, Social & Governance (ESG) and Impact Investing opportunities that are aligned with their personal and family values

It's my intention to be a financial resource to give my clients the confidence to make informed decisions about their money-today, tomorrow, and in the future. 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.