Capabilities

My ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America allows us to help you devise potential solutions designed to help preserve, grow and distribute your wealth. I strive to exceed client expectations through our proactive approach to communication, my attention to personalized service, and commitment to continuing financial education.

Focus On High-Net-Worth Individuals and Families

We’re fully versed in the many issues that affect wealth management. No matter what your short- and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together:

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together; defining your financial goals

We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Philosophy

I believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice.  I take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, I can work with you to build a goals-based financial approach.

Welcome

My goal is to help clients pursue their personal goals, such as planning for and funding their children’s educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. Everything I do takes into account clients’ personal perspectives and priorities. I aim to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach your goals.