Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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With offices in Walnut Creek, California and Madison, Wisconsin, our diverse team has more than 100 years of combined industry experience. Many of us hold advanced certifications such as CERTIFIED FINANCIAL PLANNER (CFP) professional, Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA) and Accredited Asset Management Specialist (AAMS). Together, we are committed to managing your total financial situation, going beyond the single dimension of investments to integrate all of the pieces of your financial life.
We help clients optimize their investments through low cost, globally diversified portfolios that are regularly rebalanced. Like many endowments and institutions, we believe in the appropriate use of alternative investments such as private equity and commercial real estate to potentially enhance returns and reduce volatility. We also actively employ tax minimization strategies for our clients, many times in collaboration with their tax professional.
The corporate executives we serve look to us to help simplify the increasing complexity of their financial lives. We offer advice on their suite of corporate benefits, including concentrated stock strategies, restricted stock units and incentive stock option analysis, and deferred compensation and retirement planning.
We understand that the needs of every business owner are unique. We advise entrepreneurs and private business owners during critical periods of their financial lives, including building company benefit plans such as 401(k) plans, profit sharing and defined benefit plans. We also offer insurance strategies and help manage liquidity events or the sale of a business. We collaborate with Bank of America specialists for help in addressing cash flow, lending needs and other challenges.
Merrill Lynch Agency License Number: 0522776
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Senior Wealth Management Lending Officer NMLS # 455106
Structured Credit Specialist
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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.
We believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
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.