Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I began my career in financial services in 2013, working as an intern while completing my Bachelor's Degree in Finance from CSU Sacramento. I love what I do, and I've been able to see firsthand the positive impact that a well-crafted financial plan can have in my client's lives.
My life mission is to improve the lives of the people I am in contact with whether it be through a smile, a wave, or guiding a family to help them achieve their financial goals and dreams. I love learning about people and their stories. Being of service is one of my life priorities, and I believe that the best way to help yourself is to first help other people. I am involved with the Active 2030 Club in Sacramento, an international charitable organization focused on serving underprivileged children and developing young professionals into leaders in our communities.
As a Merrill financial advisor, my team and I strive to help our clients achieve their most important financial goals. We serve individuals and families by helping them to create a robust and customized financial plan. It's our belief that just about anyone can benefit from good financial planning. Our clients range from business owners, medical professionals, real estate professionals and retirees. We focus on maximizing our clients' financial outcomes by being conscious of the impact of taxes as well as performance across financial markets. Our team works in unison with the other experts that our clients turn to for guidance, such as estate and tax attorneys, and accountants.
When I am not in the office I enjoy mountain biking, kayaking, camping, and most recently peak-hiking in the Sierra Nevada mountains. I am also an avid chess player. I live in Auburn, CA with my fiance and our two dogs and three cats.
Feel free to reach out with any questions regarding business, hobbies, or life, or for a friendly chess match.
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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Wealth Management Banking 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.