Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I am a Southern California native with diverse background that ranges from 15 years in the music business, to spending the last few years in Financial Services. I was previously an Advisor at Northwestern Mutual, and Prudential, but knew I wanted to eventually work at a firm that was a leader in Wealth Management and Planning. A graduate from USC, with a Bachelor of Science in Music Industry, I focus on helping individuals, businesses, and families by using Goals Based Planning.
If I am not studying the market, and global economic trends, you can find me playing with my two young kids. My spare time is spent with my family, volunteering in the community, playing guitar, and collecting music. I trained in Krav Maga and come from a family of Art Dealers. I hold the FINRA Series 6, 7, 63, and 65 registrations. In addition I have an NMLS and CA Life & Health license.
When asked what I love about this business, it's meeting and connecting with good people. Helping people navigate the complex world of the markets and finance. It can be daunting for someone to do this on their own. Earning their trust, and then doing right by them is what I truly love.
*Lending Services are through Bank of America, N.A. NMLS#1811370
Merrill Life Agency's California License Number 0522776
We are also involved in the communities in which we serve, volunteering leadership and staff for organizations involved with Adat Ari El. Please contact us to learn more about how we work to make a positive impact on your financial life.
University of Southern California (U.S.C.)
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.