PROFESSIONAL PROFILE

We view each client relationship as a long-term commitment. The inital plan, while important, is a small part of a much larger picture. The value we bring to the client is our ability to offer insight and advice that touches on all aspects of your financial affairs - educating your children, planning for your retirement, multi-generational planning, risk management, and other wealth management issues. We serve the client with responsiveness, friendliness, professionalism, and concern, while taking your unique financial objectives into account. We advise individuals, corporations, and nonprofit organizations on developing and implementing a wide range of financial strategies.

Calvin received a master of science degree in electrical engineering from Wright State University and a bachelor of science degree in electrical engineering from Iowa State University. Before joining Merrill Lynch in 2006, Calvin spent over six years at a competitor firm and 15 years as an active-duty Air Force officer. Calvin is a CFP® practioner and a Certified Special Needs Advisor. His major areas of focus are in retirement, estate, and philanthropic planning. Calvin is the past President of Gamehaven Council of the Boy Scouts of America, Treasurer of the Rochester Art Center, a member of the Rochester Public Library Foundation, and is a member of his church's parish council. Calvin, his wife Jean, and their four children, Calvin III, Rachel, Joshua, and Zachary have lived in Rochester since 1999.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com