Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My journey as a Financial Advisor did not originate from a traditional approach. Instead, it all started while I was finishing my Biology degree.
I graduated magna cum laude with honors from Cleveland Chiropractic College with a Bachelors of Science in Biology and attended the University of Frankfurt School Of Dental Medicine in Germany, however I discovered my true calling to help folks in need of financial guidance.
To date, I have been working in the financial industry since 2003 where I have helped countless people navigate through financial obstacles. As a Senior Financial Advisor at Merrill Lynch, I have developed a passion for establishing lasting relationships with individuals and families.
I strongly believe in the value of tailoring a unique strategy to fit the diverse needs and objectives to safeguard the things most important to my clients. So if you're looking for a steady hand, know that I'll be working alongside you every step of the way.
My priority is to preserve, cultivate, and shelter the financial livelihood of the client. Through various strategies I work to meet current and future cash flow needs.
My services include the following ,but not limited to:
-Retirement Income Strategies
-Trust & Estate Planning Services
-Access to Personal & Commercial Banking Services *
-Home Financing & Custom Lending *
* Offered through Bank of America, N.A (NMLS#1025724)
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.
English & German
Cleveland Chiropractic College
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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.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.