Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
One of my "ah-ha" moments came while helping my own parents prepare for the transition to assisted living. I realized that there are so many things that could potentially happen to derail the retirement plans of even careful investors.
While I have been in the investment industry for over 27 years, I made the decision to join Merrill Lynch Wealth Management in 2019 and focus in retirement planning and investing with a safety first approach.
What really makes me unique, though, is my approach. Unlike most other advisors, I bring to the table insights learned from decades of advising institutional investors and other financial advisors. Some of these funds needed to generate income for their members no matter what happened on the news or in the market.
Now I apply best practices (and more) to retirement plans for individual investors and families. My goal is to help decrease the uncertainty of having enough money for retirement, health care, longevity and other important milestones in life.
Most importantly, I understand the stress that worrying about retirement can bring. I've seen what it did to my parents, and my friends' parents. But it doesn't have to be that way. I want to help a help a select group of individuals and families gain certainty and leave behind the stress of retirement planning, one portfolio at a time.
Southern Methodist University
University of Missouri System
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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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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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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.
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.