Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I believe what families really need is to work with professionals to help them plan and manage all aspects of their finances and investments. The days of a needing a stock broker are long gone. I believe a client should seek out advice from a financial professional who has chosen to hold their self to a higher standard. In practice, this means I do four important things for clients. Number one, I am their financial strategy planner, who is committed to fostering the outcomes for clients to do what matters in their lives. Number two, I strive to add convenience to their lives, helping to coordinate bill payment, credit cards, checking accounts, wealth structuring, lending, and so on*. Number three, I am their financial advisor and work to get them access to the best investment strategies, which ultimately provide the cash flow for their lifestyle. And number four, I am their friend and confident.
*Banking products and services provided by Bank of America
Even now as an experienced CERTIFIED FINANCIAL PLANNER professional and Wealth Management Advisor, I know there is no substitute for a razor-sharp work ethic. Every day, I’m driven and challenge my local team and partners throughout Merrill and Bank of America to have the right people focused on the right aspects around that client experience. I’m not satisfied until we’ve do everything humanly possible to help our clients.
Purdue University - Krannert School of Management
United States Coast Guard Academy
Learn about the MyMerrill Mobile App.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.