Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
With 10 years of experience in the finance industry, I joined Merrill Lynch Wealth Management in Fort Wayne, Indiana and today focus on providing financial strategies to my clients. I received an MBA in Finance in 2011 and a bachelor's degree in Finance in 2009 from the State University of New York.
As a Merrill advisor, I focus on connecting all aspects of clients' financial lives to help them prioritize and pursue goals that matter most to them. By articulating short and long term goals, I can recommend a financial strategy aligned with what they wish to achieve. I do so by combining the personalized service with investment insight at Merrill and access to the banking convenience of Bank of America.
I am proud of the education, training, and commitment to professional development that I brings to each client relationship. I render care, skill, and caution on behalf of all my clients. I have the resources of Merrill to support me, and the resourcefulness to draw upon specialists and experts within the Firm whenever necessary to help meet client needs. And I do this with a singular passion, commitment, and dedication to helping my clients and their families succeed financially.
State University of New York
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.