Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
If you are the type of person who truly appreciates the guidance that an experienced financial advisor can provide, I would be delighted to share with you how our team can help you with your financial needs, whether it be investments, retirement planning strategies, estate planning services or personal financing services. I am passionate about what I do and am committed to building and maintaining strong client relationships. Because of my prior banking and financial background, you will find I am knowledgeable, experienced, and most important, accessible and very service orientated.
I was born in the Niagara region of Ontario Canada and lived in Florence Italy in my early childhood years before relocating back to Canada, where I grew up in Guelph Ontario, for almost 25 years. I graduated from the University of Guelph in 2011, receiving an Honors Bachelor’s degree in History. I entered into the financial services industry in 2011, working for TD Canada Trust. In 2016, I relocated to Florida, working for TD Bank as a retail Branch Supervisor until I was recruited by Merrill Lynch Wealth Management in early 2017 as a Financial Advisor. I chose to work with Merrill due to their ability to leverage the unique resources that Merrill, Bank of America and Bank of America Private Bank(formerly US Trust) provides. I have an experienced team of financial advisors and administrative staff that support me who collectively, have over 50 years of experience in the financial services industry. This team approach, combined with the Firm specialists that support me in the areas of trust services, insurance, estate planning strategies, business banking and commercial financing, puts me in a position to assist my clients with all aspects of their financial needs. Being from Canada, I am also an active hockey enthusiast having been playing the sport for over 20 years.
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.
Italian & Spanish
University of Guelph
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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.