I would describe myself as persistent. I do not give up! Whether it is in pursuit of the best way to service clients, the community or struggling to cross the finish line of my latest running goal with a PR (personal record). I thrive on action and taking care of others.
I have been in the financial industry for over 24 years, currently as a Financial Advisor with Merrill Lynch bringing a career’s worth of wealth management experience. I am joined by my business partner, Brad Wagner, and our highly accomplished Registered Client Associate, Jamie Zamani. Our primary goal is to take care of individuals and their families. Taking care means getting clients what they want and, more importantly, what they need. We focus our time and attention on helping others achieve and maintain financial well-being. Our planning process, investment philosophy, and our purpose differentiate us. Our purpose is You.
I AM MOST PROUD OF:
I WELCOME A CONNECTION IF: