Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I begin each relationship by understanding the background and concerns of my clients. From there, I analyze each situation and develop an investment strategy that is tailored to meet their needs. Choosing the right mix of assets is paramount to a successful portfolio. As a CERTIFIED FINANCIAL PLANNER™ professional, I use my knowledge, resources, and experience to develop this strategy. Each customized investment strategy consists of high quality, income producing investments. Once I have identified the overall asset allocation, I implement the strategy.
I joined Merrill Lynch in 1993 after receiving a Bachelor of Arts degree in Economics from the University of Michigan Dearborn. As a member and President of the Economics Club I was the 1994 recipient of the Wall Street Journal Student Achievement Award, an award given to the student demonstrating outstanding academic performance and contribution to student life.
Today, I am a Vice President and Wealth Management Advisor. Throughout my career at Merrill Lynch I have continued to deepen and expand my knowledge. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning CounselorSM (CRPC®) designation awarded by the College for Financial Planning.
As a Wealth Management Advisor with Merrill Lynch, I am also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage her strategies on a discretionary basis.
*Asset allocation does not ensure profit or protect against loss in declining markets.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Grosse Pointe South
University of Michigan System
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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 Lending Officer NMLS # 533772
Wealth Management Banking Specialist
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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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.
Getting to know you is our primary goal.
We will work to help you stay on track, regardless of what the markets are doing.