Experience & Credentials
BA and MA in Economics
Earned the CRPCTM designation in 2012 and the CFP® certification in 2014
Worked in banking for over 20 years
Merrill Financial Advisor since 2011
Offering
Full-Service Banking, Brokerage, and Planning.
You decide on what you want, from getting a great rate on deposits to planning your spending in retirement. From family and family business to enterprise capabilities delivered.
Expect
You can rely on receiving clear guidance and straightforward advice across all financial areas such as wealth management, insurance, banking services, and home financing through Bank of America, N.A. Risk management delivered with a focus on the long-term development of financial security.
Nuts & Bolts
Industry leading app keeps you up to date and connected to your accounts 24/7. Transfer money, deposit checks, scan and save documents, and more, all protected with state-of-the-art privacy and security protection.
Personal
Music: Grateful Dead, Radio Head, Zero 7, or Lemon Jelly to name a few. Movies: Blade Runner, Apocalypse Now, Day the Earth Stood Still (‘51), Everything Everywhere All at Once, and many others. In the off hours: Fusion 360, Learned League, History, Human Behavior, or a little gaming. After more than 20 years in Silver Lake, moved to Hancock Park with my wife and four children.
*NMLS#851386
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
