Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
650 PETER JEFFERSON PARKWAY
CHARLOTTESVILLE, VA 22911
Connect with me on LinkedIn
I grew up in the Northern Virginia area. After attending Bishop O'Connell High School, I studied at Virginia Tech and graduated in 1977. I immediately started my 36 year career at State Farm insurance - first as a State Farm agent in Reston, Virginia and then in 1995 transitioned to management. I retired in March 2013 and started my Merrill Lynch career in April.
I am a parishioner of St. Thomas Aquinas, a member of the Knights of Columbus, a volunteer at Charlottesville Catholic School and The Covenant School, and member of the Charlottesville Committee on Foreign Relations. In addition, I am President of the Charlottesville Chapter of the Virginia Tech Alumni Association. I consistently seek to embody Virginia Tech's motto of Ut Prosim or "That I May Serve" both in my work and in the community.
With a career in the financial services industry for over 40 years, I focus on clients' goals and concerns. As a Financial Advisor, I utilize the goals-based wealth management process that complements my ability to help clients pursue the financial lifestyle that is most meaningful to them. Each plan is customized with an emphasis on asset preservation and a lifetime of retirement income.
I am a problem solver who works to simplify clients' financial lives. I assist clients, their families, and businesses in understanding the range of priorities and strategies - including investments, tax minimization strategies, retirement income, wealth transfer and estate planning services - that may be customized to suit their personal circumstances and their own unique feelings and attitudes.
I am a CERTIFIED FINANCIAL PLANNER™ certificant,a designation awarded by the Certified Financial Planner Board of Standards, Inc.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.,which it awards to indivuduals who successfully complete CFP Board's initial and ongoing certification requirements.
Our team is involved with local communities, assisting charitable organizations such as St. Thomas Aquinas. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
Learn more about the highly engaging podcast series from Merrill Lynch
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.
Senior Wealth Management Lending Officer NMLS # 1064809
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.