Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.