Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I focus on helping clients achieve their personal financial goals so they may concentrate on living the lifestyle they desire, filled with the interests and pursuits they find most fulfilling.
Many of my clients choose to work with me because of some common connection or interest, such as fly fishing, riding horses, ranching lifestyle, hunting, backpacking, camping or river rafting.
The breadth of my team assures that no matter what the need, we can put the right resources to work for our clients. We will organize your financial life and we begin with a financial strategy or "Wealth Outlook". We provide investment management, trust and estate planning strategies, tax-effective hedging and diversification strategies, credit and banking needs through Bank of America, and access to family office services if needed.
What do you hope to accomplish with your wealth? I welcome the opportunity to talk with you about your goals and how we can develop a customized approach to managing your wealth, now and for future generations.
I joined Merrill Lynch in Boulder, CO in 2011 after 18 years of combined industry experience in wealth management, corporate finance and investment banking.
I earned my M.B.A. from Emory University - Goizueta Business School, and my B.A. from the State University of West Georgia.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Trout Unlimited and Rocky Mountain Elk Foundation . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
English & Spanish
University of West Georgia
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.
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.
Structured Credit Executive
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.