Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Working closely with individuals, families, businesses and organizations, I focus on helping clients pursue their goals—inspiring them make informed decisions through education, communication and service.
At first glance, those decisions might appear purely financial. But your nest egg isn’t just an account balance; it’s your vision for your future. Where do you want to live next? What if your daughter is admitted to a prestigious medical school? Can you turn that idea for an app into a viable business venture?
I collaborate with you to develop a written financial strategy so you can accomplish your dreams--coordinating with your CPA and attorney to help ensure tax efficiency and estate plan accuracy.
Outside the office, my passion for changing the trajectory of individual lives extends to community service work. I serve on the Board of Directors of Anne Arundel CASA Inc. (Court Appointed Special Advocates) for children in foster care, Junior League of Annapolis, and Impact100 of the Greater Chesapeake and am an active member of Severn Town Club, Anne Arundel Women Giving Together, Annapolis/Anne Arundel Financial Education Coalition and Anne Arundel Medical Center Foundation’s Building Traditions Society.
I am a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and received a Bachelor of Arts degree from Wesley College. In 2020, I'm celebrating my 13th anniversary with Merrill Lynch Wealth Management.
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 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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.