Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I offer access to the investment resources of Merrill Lynch Wealth Management and banking convenience of Bank of America to help clients address the various aspects of their financial lives.
Prior to joining the Merrill team I served in the United States Army for 8 years where I gained the affinity for helping people. As an Army soldier I was responsible for mission readiness and supporting my troops and this put in a position of making sure others were taken care of. After honorably serving my country I returned to school where obtained a bachelor’s degree in Business Administration from the Mihaylo College of Business and Economics at California State University Fullerton. Shortly after graduating I embarked on a new journey in the financial services industry. In 2017 I decided to serve my country one more time and I am currently serving as an Engineer in the United States Air Force Reserves. I joined the great team of Merrill Lynch Wealth Management in October 2018 as I saw a greater opportunity to positively impact families and build lifelong relationships.
Away from the office I enjoy being outdoors, spending time with my family, playing and teaching sports like Football, Basketball and Soccer. As a fun fact I am currently in the process of picking up Golf.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
California State University, Fullerton
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690 Newport Center Dr, Newport beach, CA 92660
October 23rd, 2019|11:00 AM - 1:01 PM PST
Social Security claiming strategies can be complex. Presented by MFS Investment Management’s Karen Ireland, this seminar discusses how important Social Security claiming strategies could be to your overall retirement goals.
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.