The foundation of Servet Wealth Management began over a decade ago when I started at Merrill Lynch building my business with a dedication to helping clients meet their financial goals. While working with clients, I pursued the education needed to earn my CERTIFIED FINANCIAL PLANNER, or CFP®, certification so I can assist clients with increasingly complex financial planning scenarios.

I am most passionate about finding solutions and options for the real-world challenges and opportunities for my clients as they make their way along the path of their financial journey. When I am able to present clients with solutions they feel confident in implementing, I know that I have stayed true to the mission of my business to serve them.