Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The most important thing about what I do is that I can actually make a meaningful impact in another person’s life. It means so much to me if I can help someone save or make an extra dollar. I love what I do as a financial adviser, I love to travel, meet new people, eat out and most importantly, spend time with family. I also enjoy a good game of soccer and am taking a strong liking to the NFL, football.
As a Merrill Finanacial Adviser, I know I am part of an organization that shares a common vision for our clients, and I strife to deliver them the highest standard of care. With our company's history and background in the Financial Industry,coupled with the top research that we provide, clients can rest assured that I will do the best with the resources available to me to meet their personal needs and help them reach their financial goals. I joined Merrill in 2016 and have pretty much settled in, making meaningful contributions to affect families' financial lives in a positive way. Having worked in different financial institutions such as Flagstar Bank and Barclays Bank, I bring along important qualities that distinguish myself as I strife to put my clients’ interests first and hold myself accountable to that standard.
I continue to educate and arm myself everyday with the tools that help me be a better advisor to my clients. Currently holding a Masters in International Business Management, I am constantly looking to get more qualifications that will strengthen my prowess and enable me serve my clients better.
I pride myself in assisting my clients attain their financial goals, develop my skills and competences and also give back to the community. As a member of the Lions Club International of Novi, I constantly take part in activities that better my community and help make Michigan a better place.
I look forward to being not just a trusted adviser to my clients and their family, but a friend in whom they can confide.
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.
University of Greenwich
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.