Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
"Our objective is to answer the financial questions that our clients don't think to ask."
My team of experienced financial advisors and associates is focused on a Goals Based Wealth Management Approach to investing in order to help our clients to achieve their financial goals in life. We deliver personalized strategies and provide insight on issues that they may have overlooked. Our process of planning, managing, and servicing client accounts provides significant added value to our clients.
We Advise in the Following Areas:
-Corporate Executive Services
-Pre / Post Retirement Planning and Income Strategies
-Business Owner Retirement Plans and Lending Strategies
-Home Financing and Customized Lending*
-Banking and Cash Management Services*
-Long Term Care Planning
-Concentrated Restricted Stock / Stock Option Position Risk Management
-Trust and Estate Planning Services
When I'm Not Working
I enjoy cooking, playing golf, and spending time with my family.
I Welcome Connections If You Are A:
-Corporate Executive approaching retirement or are recently retired
-Corporate Executive interested in concentrated stock strategies
-Person interested in an informed second opinion on your financial situation
-Business owner looking to better understand retirement planning options
I have been in the financial services industry since 2009.
*These services are through Bank of America, N.A.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Executive
Senior Wealth Management Lending Officer NMLS # 644463
We offer you access to the investing insights of Merrill Lynch 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.