Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Since joining Merrill Lynch Wealth Management in 2000, I have been focused on a select group of successful families, including business owners and professionals, forge a realistic path toward a comfortable life in their later years. They turn to me to assist them with customized financial strategies aligned with their goals.
Whether nearing or still several years from retirement, I assist clients develop strategies to help create sustainable income streams during their careers which will help them maintain their lifestyle in later years.
As a small business owner, I understand the issues entrepreneurs face, from growing their company, to ensuring business continuity and planning for retirement. I offer busy business owners access to a complete range of financial services to help manage their business and personal finances seamlessly including, credit and lending strategies, retirement income and wealth transfer strategies, insurance and corporate and home financing. My field of proficiency is one that is also dedicated to the support of the medical community. Specifically the dental community. I am a featured speaker at numerous Chicago Dental Society Branch Meetings and together with colleagues collaborate with Doctors to help them position their practices to maximize the changing landscape now and in the future.
My goal is to help simplify clients' finances and become the single source for all of their wealth management needs. Backed by a team of talented financial services professionals from around the Firm, I can also collaborate with clients' attorneys and accountants and other professionals. I'm dedicated to helping clients and their families prepare for the evolution of their wealth over their lifetime and beyond.
*NMLS ID: 560353
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
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.
University of Illinois at Champaign/Urbana
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.