Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Located in the beautiful Napa Valley, I enjoy all that my home office location offers, along with the nature and attractions of the SF Bay Area. I am excited to share this with clients - current and future.
I offer financial advice and disciplined wealth management strategies to successful individuals, families, and business owners. The approach is to simplify the complexities of ever-changing market conditions and to bring clarity to investment opportunities. I place the utmost importance on building solid relationships through honesty and personalized attention. Clients benefit from having access to global resources of one of the world's leading financial services firms, and partnerships with specialists to help them achieve their financial goals.
FEEL FREE TO CONNECT WITH ME FOR:
• Banking, Credit, and Custom Lending through Bank of America
• Retirement and Investment Advisory Strategies
• Estate Planning Services and Wealth Transition Strategy
• Business Succession Strategy
• Trust Services and Estate Administration
• Investment and Liquidity Management
I have strong roots within the local community as a graduate of St. Mary's College of California with a B.A. in Business Management, and of St. Patrick-St. Vincent's Preparatory High School in Vallejo, Ca. I love giving back to the communities in which I live and work by volunteering with multiple non profit organizations for youths and adults; and also serving as a Board Member of Napa-Solano Habitat for Humanity. I and my wife Rosa, a graduate of San Francisco State University's Nursing School, along with our son and daughter, live in American Canyon, California.
St Mary's College of California
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.