Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
After a major life change, I found myself with two young children at home and an insecure financial future. Realizing suddenly the weight of not only my future, but the future of my two beautiful children's lives, was on my shoulders was overwhelming. Thankfully, due to my education and skills I have been equipped to navigate these waters and was able to quickly develop a strategy to find stability and peace of mind. My ability to resonate with my clients' deepest concerns for their financial security with compassion and empathy allows me to develop a long-lasting relationship which always has their best interest at the forefront. Working together toward their financial goals and seeing the relief they feel as the pressure is lifted is truly rewarding and the reason I will continue to passionately strive for success each and every day.
My career is one of my many passions, coming in as a very close second to being a mother. I'm lucky to have two amazing children who motivate me every single day. My son, Beckett, who is six years old, is compassionate and always thinking of ways to help others. He's known as the class clown, constantly trying to find ways to brighten the days of his classmates, and has a passion for math (which I take pride in). My daughter, Tess, who is four, is extremely driven and very strategic in thinking, always looking for the next greatest challenge. I take so much pride in motherhood and setting the best example I can for them in every aspect of life.
As a Financial Advisor with Merrill Lynch Wealth Management, I take a holistic approach toward their goals, considering all aspects of their lives when developing a strategy toward achieving their objectives. Understanding my clients on a personal level and what matters most to them helps me to make well informed decisions and provide quality advice.
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.
University of Phoenix
Learn more about the highly engaging podcast series from Merrill Lynch
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.