I began working in the financial services industry in 1995. I joined Merrill Lynch Wealth Management in 2003, and founded the Callari Group after the Firm's acquisition by Bank of America. With a focus on building long lasting relationships, I take a multi-generational approach to wealth management. By taking the time to understand what is most important to the families I serve, I am able to help them create strategies specific to their financial objectives. My team and I track client investment portfolios to help keep them aligned with the client's overall strategy. I also make sure that clients are fully informed of their progress towards reaching their long-term financial goals, doing so through a regular portfolio review process. 