Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 employed with at Northwestern Mutual, and Prudential, but knew I wanted to eventually work at a firm that was a leader in Wealth Management. 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.
Just recently, I joined The MRS Group at Merrill Lynch. The MRS Group has a combined over 25 years of Wealth management and financial services experience.
If I am not studying the market, and global economic trends, you can find me playing with my two kids. A 4 year old daughter and a 1 year old son. My spare time is spent with my family, volunteering in the community, playing guitar, and collecting music. This is a rarity now, but I really love my music collection. It ranges to well over 11,000 CD's, and 1,000 records. Yes, I knows that no one buys physical music anymore, but I still enjoy going to the local record store. 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 Lynch 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.)
Personalized advice, disciplined investing and ongoing review can make this a reality.
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 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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.