As a financial advisor at Merrill Lynch Wealth Management, I provide financial recommendations that help individuals and families pursue their goals. I focus on building personal relationships of integrity and trust. Once I understand the clients' needs and wants, I leverage the world-class capabilities of Merrill Lynch Wealth Management to provide answers that may include: - Custom investment advice - Estate or retirement planning strategies and - Lending through Bank of America, N.A. My areas of strength include helping those who are preparing for retirement, starting or growing a medical practice, or running a small business. As a CFP professional, I fully embrace the responsibility to serve clients with integrity and professionalism. I welcome a connection from those who share these same ideals and who are passionate about reaching their goals. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S.