Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
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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July 7th, 2020|1:15 PM - 2:00 PM PST
Please join us for a timely discussion as we take a simplified approach to all things important to you as a business owner. Our guest speaker Christopher P. Hennessey, Lawyer, C.P.A., Member of Putnam Business Advisory Group and professor emeritus of Law at Babson College will be covering Tax Strategies for the Current Landscape. We hope to provide clarity around our current economy, business tax law changes and Federal program updates.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 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.