Our team works for a select group of families, executives, business owners, and non-profit organizations to deliver goals-based planning, advice and guidance, and implementation, and a high level of service. Our team crafts unique strategies for our clients, specific to their personal needs and goals. This work includes business acumen in dealing with executive benefits plans, concentrated stock positions, privately held family business, and company-sponsored retirement and incentive plans. Because of our rich experiences with our clients, we are knowledgeable about tax minimization strategies, and coordinating a strategy cohesive with retirement income and estate planning goals. We work closely with our clients' tax and legal advisors. We find value in delivering Bank of America credit and lending solutions to our clients where it can provide value and full service. I strive to have great relationships with our clients, and I achieve this through service, integrity, and education. The cumulative knowledge of our team members allow for us to be a resource to our clients for all financial matters. By understanding what our clients are working to achieve, by discovering and discussing risks and areas of concern, we are able to deliver valuable results and are blessed with valuable relationships. *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. *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. *Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning.