Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
We pride ourselves on following a disciplined, goals-based wealth management process that is built on investment principles but has the flexibility to adapt to a rapidly changing economic climate. These goals-based approaches and strategies give clients the opportunity to measure their progress in the context of addressing their goals, not just beating benchmarks.
We are committed to developing financial strategies that go beyond investments by offering access to the latest banking, credit and lending services from Bank of America, and insurance solutions through Merrill. By working as a dedicated team, we seek to understand each aspect of our clients' financial lives, helping them devise flexible financial strategies designed to help them pursue outcomes that are personally meaningful.
We seek to provide clients with a solid relationship that helps them better understand the available strategies and the paths they can take. We build a relationships and getting a clear understanding of personal and financial goals. We focus on helping you develop a strategy that takes into account your current and future goals and resources. By using a goals-based approach, we will measure success by the amount of progress you are making towards your goals.
We keep in close touch with clients to make sure that we discuss life changes and to ensure that their financial strategy remains aligned with their goals—adjusting if necessary.
Our goal is to help clients pursue their goals.
University of Louisville, MBA
University of Kentucky
Saint Xavier High School
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Senior Wealth Management Lending Officer - NMLS #470779
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 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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.