I work closely with clients and their families to fully understand their values and goals so I can create wealth management planning strategies. I have dedicated myself to thoroughly understanding the financial needs of individuals and their families, providing them with personalized attention and disciplined, customized wealth management planning. Some of the areas my team and I help clients optimize are: retirement planning, 401(k) analysis, investment strategies, education planning, cash flow modeling, estate planning services, tax minimization strategies, as well as providing access to Bank of America for assistance with large purchase financing. 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.