Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Financial Advisor, I take the time to find out what is most import in every aspect of your life. I realize that many individuals, families and business owners don’t have the time to review their financial situation and that’s where I come into the picture. With my passion for building relationships and knowledge in wealth management, we formulate a financial strategy tailored to your life goals. We analyze your specific situation to help make sure that our recommendations are specific and intentional to your objectives. This plan is a living document, and as your life changes so will this plan, to account for every aspect of your life that is most important to you.
I joined Merrill in 2018 after graduating from Minnesota State University, Mankato. I received my undergraduate degree in Finance with a focus in investment analysis. Prior to joining Merrill, I worked at Northwestern Mutual as a Financial Representative, this is where I developed my passion for wealth management. Throughout college I was lucky enough to take part in the Maverick Fund Student-Run Portfolio and Peeptrade Investment Competition where I expanded my knowledge in analyzing equities for portfolio construction. Not only do I have knowledge within the public sector but I have worked as a Private Equity Analyst where I analyzed company’s core financial statements for acquisition. These combined work experiences have brought me to where I am today allowing myself to bring a vast knowledge base to the table when working with my clients.
I live in Minneapolis where I enjoy an active lifestyle. In my free time you will find me hiking, fishing, weight lifting and enjoying various local restaurants. I also enjoy giving back to the community through various foundations Merrill supports.
Minnesota State University, Mankato
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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.
ISG Portfolio Strategist
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.
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We will work to help you stay on track, regardless of what the markets are doing.