About Us

I'm dedicated to helping individuals and families achieve their financial goals through comprehensive planning and tailored portfolio management. I take pride in delivering personalized guidance and strategic solutions to empower my clients' financial confidence. While retirement is the most frequently discussed topic, a lot of life happens in-between now and then! I am here for every life event along the way.

I am fortunate to have the power of Merrill Lynch and Bank of America behind me. It allows me to serve a wide range of individuals, families, and businesses. Whether it be portfolio management and cash flow optimization, retirement planning, social security strategy, small business banking, or small business retirement plan set-up and management, we can cover it all.