My primary focus at Merrill is consulting on the financial needs of companies and high net worth individuals. I commit myself to understanding the priorities and needs of my clients to provide them with personalized disciplined attention. As a CERTIFIED FINANCIAL PLANNER professional, I utilize the resources of Merrill and Bank of America to offer a full scope of services addressing the various aspects of my clients' financial needs. With a consultative approach I help develop a working list of clients' objectives ranging from investments, lending, tax minimization strategies, and retirement planning. As a Retirement Benefits Consultant, I work closely with corporate clients on their company sponsored retirement plan. I am a Professional Member of The ESOP Association. I am a graduate from Grand Valley State University where I received my B.B.A. with an emphasis in Finance. My CERTIFIED FINANCIAL PLANNER professional (CFP) designation was awarded by the CFP Board of Standards. My Chartered Retirement Planning Counselor (CRPC) designation was awarded by the College for Financial Planning. I am an Ironman triathlete and a member of Apex Multisport. *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. *Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S