What do you want from your life?
My job is to help you answer this question. I ask the important questions to help you uncover what truly matters, and how we can reach those goals together. I work closely with Individuals, families, and small business owners to help them through each phase of life, and make the important decisions along the way, so they can reach their goals. Life is messy, and humans are dynamic creatures; if we were static we would be boring! I help you plan around the messes and stresses of your ever-changing life so that you can focus on the things that matter most to you. I take a comprehensive approach that focuses on multiple areas:
- Financial Planning
- Estate Planning
- Investment Strategy
- And More
The process is simple: I need to understand you are your finances inside and out. I will use this information in a Personal Wealth Analysis so we can understand where you are, and where you’re going. Next, we will create and implement a financial plan and investment strategy based off the results. I will work closely with you to ensure we are stay on track and reach your goals. We will also discuss how you want your wealth to be transferred to the next generation. I will help you create an estate plan that will give you peace of mind about how your assets will be shared with the people that you hold closest. Not sure what you’re looking for, but know you need help? I offer free consultations. Let’s figure out what you need together.
The foundation of my practice stands on integrity, trust, respect, and mutual understanding. I grew up seeing my family make poor financial choices that changed the trajectory of our lives. I always wished i could go back in time and help those decisions be made. I realized that my calling was to help other families make crucial financial decisions to help them accomplish their goals and keep their trajectory in the right direction. I do not take my values lightly; we are discussing serious topics that have substantial impact. Because of this, I act as a fiduciary for my clients, to ensure their interests come first. I like to maintain close contact with my clients. I speak with periodically to help build the relationship and keep synergy. I focus on servicing High Net worth Individuals and Families, Retirement Planning, Millenials, Corporate Executives, and in particular, Military Retirement and Transition.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
