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Managing your finances can be a complex and confusing landscape with so much conflicting information it's hard to determine what's right for you, your family, or your business. It's my job to act as a fiduciary for my clients to provide them with strategic planning to bring clarity and confidence to their financial lives. Business owners, families, and executives have benefited from the full range of strategies I have to offer with the combined power of Merrill and Bank of America.