I focus on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I follow the deep-seated Merrill Lynch Wealth Management tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. *The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning CounselorSM, CRPC, and the CRPC logo, and the certification marks Chartered Retirement Planning Counselor, CRPC, and the CRPC logo.