Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
22+ years of Financial Services Industry Experience. Areas of Focus: Goals-Based Wealth Management Strategies, Asset and Liability Management and Strategic Investment Planning for Accumulation, Building, Preserving,and Distribution of Wealth.
Starting my career on the institutional side of the business, working for Merrill Lynch Wealth Management and Goldman Sachs, gave me a unique perspective. Using this past experience, I strive to provide a high level of service and need-based advice to all clients by developing a deep understanding of the clients financial objectives with a caring and professional approach. My primary goal is to become an essential lifelong resource to those who have placed their trust in me.
I graduated from Boston College in 1992 and earned a Bachelor of Science degree in Finance. I hold the Certified Private Wealth Advisor® (CPWA®) certification, administered by Investments & Wealth Institute™ and taught in conjunction with the University of Chicago Booth School of Management, the Chartered Retirement Planning Counselor (CRPC®) and the Certified Plan Fiduciary Advisor (CPFA) designations. I provide guidance to individual and corporate clients relating to their retirement planning and wealth management needs. After many years living in Southern California, I now live in Saint Louis with my family.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Boston College- Carroll School of Management- Bachelor of Science - Finance
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.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
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.
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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.
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 will work to help you stay on track, regardless of what the markets are doing.
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.