Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
After spending two years in public accounting with a focus on tax planning, I joined a wealth management team at Merrill Lynch in January of 2018. I am fortunate to have partnered with senior wealth advisors who have helped clients gain financial stability even during the most challenging economic periods, such as the 2000 Tech Bubble, 2008 Mortgage Crisis, and 2015 Oil Collapse.
In addition to personalized wealth management, Merrill Lynch's partnership with U.S. Trust and Bank of America allows my team the resources to provide estate and trust planning services, commerical real estate financing, and mortgage loan solutions.
I do not provide tax advice in my current role at Merrill Lynch, and I advise clients to reivew any planned financial transactions that may have tax or accounting implications with their Certified Public Accountant.
Graudated from the University of California, Santa Barbara in 2012 with a BA in Business Economics & Accounting.
Co-Captain of the Men's Division 1 Golf Team
Played on professional golf circuits throughout North America
Medalist at the 2013 United States Open,Southern California Regional Tournament
Gained valuable experience in multi-state income tax preparation and planning for professional athletes and small business owners
Assisted loan officers in qualifying prospective buyers for mortgages (NMLS #1396032)
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.
La Costa Canyon High School
University of California, Santa Barbara
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 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.