As a CFP® professional, I work to build lasting relationships, helping clients achieve what is important to them. I am committed to providing relevant advice in all things related to investment management, taxes, and financial planning.
At Merriman, once we understand what is important to you, and the direction you are headed, we can identify a clear and simple course of action. Whether you are an experienced investor or seeking advice for the first time, we will help you find and implement the right solution to keep you on the right track at a risk level tailored to fit you.
