As a member of the Mackey-Shaughnessy Wealth Management Group, my focus is on the goals and aspirations of our clients.  Achieving our clients' aspirations is made possible through a comprehensive review and discussion of what's important to them and how to best achieve their goals in a way which meets their own unique personality and resources.We assist clients with wealth management strategies to create sustainable cash flow, wealth accumulation, wealth preservation, wealth transfer strategies, as well as banking & depository requirements through our access to Bank of America*.  This process includes asset allocation**, portfolio management, liability management, tax minimization strategies*** and asset preservation; as well as coordination with outside professionals including attorneys, tax professionals, and CPA's.I'm committed to adding value for our clients by simplifying their financial lives and helping them achieve their financial aspirations through planning and dedicated portfolio management.Disclosures:*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.**Asset allocation does not ensure a profit or protect against loss in declining markets.***Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.