Merrill Lynch

As a Financial Advisor, I am a trusted member of the clients and businesses that I serve. My responsibility is to ensure that I manage my clients’ wealth in order for them to live their best financial lives possible. My specialty is making you feel comfortable with your finances by distilling the complex. My team takes complicated financials, organizes them, simplifies them into a manner that can be explained and understood, and creates financial plans so that you are protected and taken care of. I do this through a holistic approach by looking at your priorities, life goals, family dynamics, and many other factors to prepare your future, including transitioning wealth to the next generation.