Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
I am an experienced, dedicated, and full service financial advisor. I am committed to integrity, hard work, continuous learning, and enjoyable client relationships. I enjoy working with, and helping people – both personally and professionally. These core motivations are my foundation as I help individuals and their families that I work with attain financial security.
I focus on each client and develop a customized investment strategy that is designed to help them reach their personal and business financial goals. My 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, I will involve your key consultants, including your accountant, banker, attorney, and insurance professional. Additionally, I will learn about your other financial concerns, cash management challenges, debt structure, insurance, and philanthropy. You can count on me 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 myself 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 2009 after sixteen very successful years as a Senior Vice President of Investments and Premier Advisor with Wachovia Securities. I hold a Quantitative Business Analyst degree from Indiana University and have an additional ten years of experience in the computer industry. When not helping clients or volunteering my time with a number of non-profit organizations that I support, I enjoy spending time with family and friends and am an avid skier and boater.
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.
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 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 will work to help you stay on track, regardless of what the markets are doing.
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.