My goal is to help you pursue yours! I take seriously the opportunity to collaborate with my clients to fully understand all their important life priorities and provide advice to help ensure they achieve their goals. You can expect thoughtful advice and guidance, with access to the investment insights of Merrill and the banking convenience of Bank of America. It's not about industry benchmarks - it's about you and your hopes and dreams. I have been in the financial services industry for more than 25 years and assists individuals, professionals, executives, and business owners in crafting financial strategies designed to help them pursue their desired financial outcomes. Through a Goals-Based Wealth Management process, I help clients develop and implement strategies for building, managing, preserving, and transitioning wealth tax efficiently. My mission is to help you simplify the complexities of your financial life, make informed and confident financial decisions and ensure your wealth and aspirations are built for long term success. In that endeavor, I organize and coordinate a team of highly skilled and experienced specialists who work together to create a well-integrated and customized wealth management strategy that is aligned with your values, family dynamics, and long-term vision. I hold the CERTIFIED FINANCIAL PLANNER®, CFP® practitioner designation awarded by the Certified Financial Planner Board of Standards Inc., the Chartered Financial Consultant ChFC® designation awarded by the American College, and the Series 7, Series 31, Series 65, and Series 66 FINRA registrations.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*ChFC® and Chartered Financial Consultant® mark is the property of The American College, which reserves the sole rights to its use, and is used by permission.*Lending Services are through Bank of America, N.A.
