Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
As a Merrill advisor and goals-based wealth manager, I stand with you to help preserve, enhance, and take pride in the aspects of your life you value the most, by helping you manage the resources that support your accomplishments and goals.
You know what it means to put your heart and soul into something you believe in. So do I. My many years teaching and developing business and English curriculum in The Netherlands and my career in accounting have always been more than just work for me. I know what it is to take responsibility for the development of large-scale projects, and the value they bring to others.
Your efforts are just as meaningful for me. My desire is to share in your successes by helping you be successful. I look forward to talking with you.
English & Dutch
California State University System
The Ohio State University Fisher College of Business
Learn about the MyMerrill Mobile App.
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.
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
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.