Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I am a Registered Financial Advisor at Merrill Lynch. After spending nearly two decades in medical sales I feel that I have developed superior communication and negotiation skills from experience dealing with the complexity of neuro-surgeon, general-surgeon and C-Suite Executive clientele. I have successfully sold medical capital to Southern California hospitals and have delivered record multi-million dollar deals to medical equipment manufacturers with startup and existing hospitals. The extreme complexity of single-handedly meeting the intense and precise surgical equipment needs at startup hospitals and surgical wing expansions in Southern California facilities has brought more knowledge, skills and understanding of client needs than my current M.B.A. program can provide. I have trained entire surgical departments on large medical capital products from abdominal retraction to state of the art surgical microscopy and real-time diagnostic imaging systems. My medical capital sales background has developed relationship skills to understand the more meticulous needs of my financial advisory clients’ life goals and priorities for family, finances, health, home, leisure, work and charitable giving. I am passionate about developing wealth management strategies that strategically guide my clients to the future they want to attain.
I hold a Bachelor’s of Science in Business Administration from U.C. Berkeley and am a second year distant learning M.B.A. student at George Washington University with a 3.8 GPA. Graduate Honors: Golden Key International Honour Society
The most inspirational books I have read are The Intelligent Investor and Security Analysis by Benjamin Graham, and Business Analytics: Data Analysis & Decision Making by Christian Albright.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of California System
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.