Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I feel fortunate to have always done work that is interesting and challenging. From traveling the world with ESPN while working on the X Games, to wealth management at Merrill, I've been fortunate to love what I do.
At Merrill, I work with my clients to establish and manage a thoughtful and customized financial roadmap. How? My team works with our clients to craft an individualized and exhaustive plan in which we prioritize their goals, establish risk tolerance vs. current portfolio construction, and evaluate cash flow, liabilities and assets.
Why is that important?
Portfolio performance alone does not preserve and grow wealth. Thoughtful and tax efficient management balance sheets helps achieve those goals. So, when the inevitable ups and downs of the markets come, our clients are not riding an emotional roller coaster. Because, together, we've built a framework around which to make financial decisions which helps to ensure we're always acting as a team focused on those long-term goals. This helps keep financial decisions objective, not emotional.
My investment philosophy seeks to utilize impact investment strategies which meet specific environmental, social and governance standards to mitigate risk. This allows my clients wealth to compound in a deliberate and purposeful manner. I advise in estate planning services so my clients can create a thoughtful legacy for the future. My client associate handles day to day needs. All of this enables us to provide highly personalized service, backed by the global resources of Merrill and banking convenience of Bank of America.
On a personal note, I am a mom, wife, avid snowboarder, voracious reader and football fan. I've worked on four continents and speak fluent Spanish and am proficient in German and Portuguese.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
German, Portuguese & Spanish
Learn about the MyMerrill Mobile App.
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.