Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My most important values are family, integrity, honesty, learning, community, and giving. My wife and I make it our highest priority to instill these values in our two young sons, Titan and Conan. We not only teach them but more importantly show them by living our lives according to these values.
I started my working career at the age of 16 with a non-profit company helping “at-risk” teens build confidence and avoid negative influences. I rose from Assistant Accountant to Director, and eventually Board Member. This experience gave me a great appreciation for the financial challenges non-profits face in accomplishing their missions.
I obtained a Bachelors Degree in Finance from CSUF and then a Master Degree in Real Estate Development (MRED) from USC. This led to working and consulting for some of the premier real estate developers in Orange County, including: Koll Company, Trammell Crow Company, and the Lincoln Property Group.
The next step in my journey was the founding of a manufacturing and traditional retail company that eventually became the largest brand in that market segment. As the market changed from brick-and-mortar retail to online shopping, I sold the company and started a “cloud” company to serve the same market but without the traditional costs and restraints of traditional retail.
Finally, my quest for my own personal wealth management has led me to Merrill Lynch, which in my view has always been the premier wealth management company. I feel I have found my true calling as a Financial Advisor with Merrill Lynch. Not only am I able to totally immerse myself in the field of wealth management, but more importantly, I am able to help my clients achieve their financial goals and take care of what is most important to them and their families.
USC - Masters of Real Estate Development (MRED)
CSUF - Bachelors of Arts, Finance
Our experts examine the forces that are changing the world – and how they may impact your life
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.