About

Helping You Align Your Financial Life with Your Purpose 
 
What if financial planning wasn't just about growing assets but about creating a life of meaning, impact, and security? As a CFP® professional with the Keller/Minter Group at Merrill, we help individuals and families navigate the complexities of wealth with clarity, confidence, and purpose. Whether it's retiring early, making sure your children can finish their education debt-free, or even leaving behind a charitable or family legacy, we are here to help. Let's start the conversation. Where do you want your financial journey to take you?