I am a Senior Financial Advisor in Peterson Heyman & Associates, a Senior Portfolio Advisor, and hold the Chartered Retirement Planning Counselor designation. I've been with Merrill Lynch Wealth Management since 2011, and I am passionate about helping clients meet their financial goals. Given how dynamic the current retirement landscape and markets are today, my partner, Matt Peterson, and I decided to form a team and deliver the highest level of advice and service to clients. My role and focus on the team is on the investment side, helping you understand what you need from your investments and delivering the appropriate investment process to get you there consistently. I know how time consuming and emotionally draining managing your money can be. In the last decade alone, we have experienced a variety of different market cycles, with constantly changing market leadership, and where the potential for error is very high. I am committed to helping you make the right investment decisions at the right times, and ignore short term market distractions that have the potential to derail you from meeting your goals. Chartered Retirement Planning Counselor SM and CRPC are registered service marks of the College for Financial Planning A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. 