I started my career at Merrill Lynch more than a decade ago, where I began building my practice around a simple idea: financial advice should help people feel more confident about the decisions they are making with their money.

As my clients’ lives became more complex, I wanted to be able to help with more than just investments. That led me to earn my CERTIFIED FINANCIAL PLANNER™ certification and ultimately build Servet Wealth Management around a more comprehensive approach to financial planning.

What I enjoy most about this work is helping clients navigate the real-world decisions and opportunities that come with their finances, whether that means deciding when to retire, how much they can comfortably spend, how to reduce taxes, how to invest, or how to balance enjoying life today with planning for the future.

There is rarely one perfect answer. My role is to help clients understand their options, make the tradeoffs clear, and build a plan they feel comfortable putting into action. For me, the most rewarding part is when a client leaves a conversation feeling more confident and a little less worried about what comes next.  That has always been the kind of advisor I want to be.