Experience

• 

  Bank of america

  Apr 2003 - Jun 2010

  Avp | senior mortgage loan officer
• 

  Merrill lynch wealth management

  Sept 2011 - now

  Senior resident director, first vice president

  My Goals-Based Wealth Management process begins with helping clients to define, articulate and prioritize what truly matters most to them. We have a new conversation around seven life priorities, take into account a behavioral finance viewpoint and factor in their views on risk. What results is a personalized Goals-Based plan that brings it all together for clients and their beautifully unique lives. By meeting on a schedule that is tailored to their needs (at least annually), we're able to measure progress to their goals and course correct as their lives and priorities evolve over time. Life, it's a totally different beast.I WELCOME A CONNECTION IF:• We have an existing relationship.• You are an Attorney or Accountant interested in learning more about how our Trusteed IRA and Trust & Estate Services with Bank of America Private Bank can help support clients to achieve their estate planning goals.• You are a business owner who is open to learning how Bank of America Merrill Global Commercial Banking can help to simplify, protect, grow and (someday) sell your business.• You are a corporate executive whose annual bonus, deferred compensation and/or profit sharing represent a significant portion of salary; have a concentrated ownership of company stock and options; have a potential need for liquidity financing, or if you're primarily focused on the company and have not had time to create a personal financial strategy.• You are an experienced Financial Advisor that would like to learn more about a career with Merrill Lynch Wealth Management.• You are involved with or support Habitat for Humanity, the ASPCA or The Boys and Girls Club of America.• You have a passion for the Green Bay Packers, Wisconsin Badgers, Milwaukee Brewers or Minnesota Wild. Show less