Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I believe it’s important for people to be able to talk frankly with their advisor about their goals and financial concerns. I strive to make our conversations stress free, as if two friends were catching up with each other. What you share with me is perhaps one of the most important aspects in helping you shape your financial strategy.
One of my first goals is to help you organize and take stock of the financial assets you may own, including 401(k)s, IRA rollovers, social security, brokerage accounts, educational funding accounts and insurance policies. With that knowledge, I can crunch some numbers to help you understand and quantify where you are currently relative to what’s important to you. With this as a baseline we can work together to structure your financial approach for your future.
Recent events and an uncertain economic climate may feel unsettling, however these are considerations that your financial strategy is designed to anticipate. It is also one of the reasons I believe in helping you define and prioritize multiple financial goals. Several, such as educational funding, income strategies for retirement, building business liquidity and sustaining charitable giving, may be high priority for you. Others, such as financing the home of your dreams or growing the endowment of a not-for-profit organization, may be more ambitious. My objective is to assist you in pursuing multiple goals simultaneously, along with the flexibility to help navigate changes that may occur in your family and career, as well as in the economy and financial markets.
I believe there are few things in life that couldn’t be made better by taking the attitude that “we’re all in this together.”
My life experience as a combat veteran, single mom and scholarship recipient has helped me believe passionately in using my position as a financial advisor to help people and non-profits in my community. My family and I have received the support of many different people and organizations, strengthening my commitment to serve others.
When I speak or meet digitally with clients, I am often asked whether they have done enough to fund their goals. If given the opportunity to work with your financial information, I can perform data analysis and use proprietary modeling to help respond to you in a straightforward manner. I can also explain how a financial approach that is individualized for your lifestyle can assist you with the discipline to help you pursue your goals.
The U.S. Army was my life for nearly 13 years including multiple tours of duty in active combat zones. I held various positions in security and operations including military police, linguistics and communication systems operations. Before retiring from the Army, I was a Contracting Officer Representative in U.S. Army Intelligence based in Ft. Belvoir, VA.
When my military service was complete I pursued criminal justice studies, graduating Magna Cum Laude with an Associate’s degree from Manchester Community College. I went on to study at Columbia University as a Moody’s Scholar, receiving a Bachelor’s degree in political science. Throughout college I volunteered for several organizations focused on alleviating poverty and improving literacy and was a consultant to Columbia University Studies for Student Veterans.
I joined Merrill in 2019 from Morgan Stanley along with my colleague and mentor who I can consult when skillful experience may be needed for a client. I hold FINRA series 7, and series 66 registrations. Outside of the office, I spend time hiking and travelling.
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.