Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
We are an experienced, dedicated, and full service financial advisory team. We are committed to integrity, hard work, continuous learning, and enjoyable client relationships. We enjoy working with, and helping people – both personally and professionally. These core motivations are our foundation as we help individuals and their families that we work with attain financial security.
We focus on each client and develop a customized investment strategy that helps them reach their personal and business financial goals. Our goal is to do the smart things to employ your money to have it work for you; so you don’t have to work for it!
To help coordinate an effective plan to fulfill all your goals and address your concerns, we will involve your key consultants, including your accountant, banker, attorney, and insurance professional. Additionally, we will learn about your other financial concerns, cash management challenges, debt structure, insurance, and philanthropy. You can count on us to be a quiet workhorse who does the hard work and research behind the scenes to help you and your family succeed. In these unprecedented and rapidly changing times, you need a dedicated resource like us to filter and interpret the environment and to provide you counsel on the financial events that are relative to your unique situation.
I joined Merrill in 2019, right before earning my Bachelors degree from Louisiana State University - Shreveport. When I entered the business in 2017, I wasn't sure what I would find. At first, I felt intimidated - but I've found that over time, working with clients to help them achieve financial success has been not only extremely rewarding, but also my passion. I focus on small business planning, employer benefits planning, and retirement income strategies that are customizable to your unique situation. Outside of the office, I am active in my community. I am originally from Greenwood, Indiana, but I have roots in Louisiana and Maine as well. I enjoy reading, boxing, chess, and nearly every kind of sport you can think of.
Louisiana State University - Shreveport
Learn about the MyMerrill Mobile App.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
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.