Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I help clients expand their financial footprint for greater impact on things that matter most to them. I help folks live deeper, stronger, and more vibrantly, putting their money to work so they can invest themselves in the things they care about. Family and community. Business and legacy. Charitable contributions and a lifestyle of adventure. Your world, your values, your heartbeat.
True wealth management steps far beyond mere asset allocation. It’s also liabilities and insurance. It’s educational, retirement, and charitable strategy. It’s full-service, multi-faceted planning. It’s taking care of all the little things and the big things. So that you can focus on what matters most. Living your life as deeply and as vibrantly as possible.
Since the age of just 16 when I started my first award-winning nonprofit initiative, I’ve worked one-on-one with clients and community members to help them achieve their most sought-after goals and ambitions. After more than twenty years in local, community-based nonprofits and pastoral congregational care, I have now joined my team here at Merrill with a special focus on helping individuals and organizations manifest their values, goals, and priorities in their own lives and in the world and communities around them.
Moody Bible Institute
Moody Graduate School
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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 Banking Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
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
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.