Merrill Lynch

I specialize in empowering local business owners, women, and entrepreneurs with the financial literacy and guidance they need to thrive. I aim to simplify complex financial concepts and provide personalized strategies that help clients build wealth, protect their assets, and achieve long-term financial security. From retirement planning and investment management to tax-efficient strategies and legacy planning, I offer comprehensive solutions tailored to your unique goals. I help individuals and businesses make informed decisions that create lasting financial success.