Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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, 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.