Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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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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
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.
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.