Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
With 20 years of financial industry experience I focus on delivering a comprehensive approach by providing customized advice and guidance to a select group of corporate executives, business owners and affluent families in managing wealth. This begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Clients’ lifestyle needs, cash-flow requirements, and wealth preservation goals are the foundation of my work. I begin by asking what matters to the families I serve, and I never stop asking that question. Whether Wealth Management Planning, Asset & Liability Management, Insurance or Banking my access to the investment insights of Merrill Lynch and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I aspire every day to honor Charles Merrill’s commitment to putting clients’ interests first. I also strongly believe in giving back to the community in which we serve. This drives my interest in spending time volunteering with organizations in our community such as Rotary International, Boy Scouts of America, Temple Isaiah and the San Ramon Chamber of Commerce.
Rotary International – DVSR Rotary Club and Foundation - As a Rotarian I follow the mantra of service above self and honor the 4 way test. I’m humbled to be the incoming President Elect for 2018-2019. I’m also a charter member of the DVSR Rotary Club, have formally served as President, Grant Chair and a sitting Board Member of the DVSR Rotary Club Foundation and I’m also a Paul Harris Fellow and Society Member.
Temple Isaiah - As a congregant of Temple Isaiah I’m pleased to serve on Temple Isaiah’s Finance Committee and a member of Anshei Isaiah.
Boy Scouts of America - Mt. Diablo Silverado Executive Council Board and a proud father of a Scout in Troop 834.
Chamber of Commerce - I've had the privilege to have served on the San Ramon Chamber of Commerce Board of Directors for two terms. With my last year on the Executive Committee. I’m presently a member of the San Ramon and Pleasanton Chamber of Commerce.
Allow me to demonstrate how my professionalism, value and service could benefit you and your family. Please feel free to contact me at your earliest convenience to schedule an introductory call.
Half Hollow Hills High School West
Nassau Community College
New England College
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 633515
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.