About Us

As part of the well-established team at Taylor-Lepley & Associates at Merrill Lynch, I am passionate about helping individuals, families, and business owners navigate important financial decisions with confidence.

We believe every successful endeavor starts with a plan. I would love the opportunity to learn about your goals and share how a personalized financial strategy may help you reach them. There is no cost for an initial conversation, so whether you're looking for guidance or simply a second set of eyes on your current plan, please reach out. I look forward to connecting with you.