I joined Merrill Wealth Management in 2022 after spending 15 years with a local regional bank as a Wealth Advisor for their brokerage and trust departments.  My process begins by understanding where you are in your wealth journey, developing a wealth plan to serve as the foundation for decision making, and assist you in prioritizing your goals and objectives.  To help you achieve your goals, I develop a customized plan that includes investment selection & management, estate & trust planning strategies, charitable giving strategies, risk management strategies, access to private banking services, and personal and commercial lending.