As a Senior Financial Advisor at Merrill, I help my clients develop a customized strategy tailored to their unique needs and goals. This might include funding their children's or grandchildren's education, planning for and ensuring that their money lasts in retirement, preserving wealth while managing investment risk, and transferring their wealth to the next generation. My mission is as consistent as the attention provided: to build trusting, enduring relationships with clients; helping grow and preserve their wealth while achieving personal milestones and long-term goals. The world is changing fast and while that represents great opportunities, it also raises questions. I am working to meet this challenge by utilizing a unique, personal approach to investing that puts my clients' interests first. A method that first focuses on your life and priorities and then on stocks and markets. Through honest conversation, I find out what you want your future to look like, and develop a strategy together to help make it happen. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S. *Certified Divorce Financial Analyst and CDFA are trademarks of The Institute for Divorce Financial Analysts. *Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning.