Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch Senior Financial Advisor, my objective is to develop long-term financial advisory relationships that are unique to each and every client. It is my practice to promote a systematic, disciplined approach to wealth management and investing consistent with each client's investment goals, risk/reward tolerance and time horizon.
Through Merrill Lynch, I am able to provide a wide array of financial/investment services including wealth management, retirement planning, college planning and investment portfolio management. In conjunction with these services, I am supported by specialists and in-depth research.
My wife Leanne and I were married in 1997. We moved from the Silicon Valley to Granite Bay in 2001, where she is a partner in a local optometric practice. I have earned Bachelors of Science Degrees in Exercise Physiology from the University of California at Davis and Nursing from St. Mary's/Samuel Merritt College. I am Series 7 and 66 FINRA registered, hold life/health insurance licenses, and the Chartered Retirement Planning CounselorSM CRPC® designation. Prior to joining Merrill Lynch in 2004 I spent eight years caring for patients as a critical care/trauma nurse.
CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Merrill Lynch Life Agency's California License Number 0522776
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.
St Mary's college
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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.
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.