Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 12th anniversary with Merrill Lynch Wealth Management and 16th year in financial services.
Our experts examine the forces that are changing the world – and how they may impact your life
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
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.