Bonus Session: Wealth Management for Same Sex Couples
6:00 PM - 7:00 PM Mon
As a Certified Financial Planner practitioner and Wealth Management Advisor, I seek to help clients accomplish those life goals which are too important to leave to chance. My process is to understand a client’s unique situation, create a written financial plan, invest in a disciplined fashion, and then regularly review with the client their progress towards their goals. My focus on the importance of financial planning is deeply rooted in personal experience, our middle child has severe autism and I know that proper planning is absolutely essential for his future wellbeing.
I have been with Merrill Lynch since 1994, and in the financial service industry since 1992. In my roles, I have regularly made presentations to both small and large groups for work and also in my civic endeavors.