Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
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.
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.