Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Since 2010, my career has been devoted to satisfying my clients with top-level personalized services. I integrate strategic planning, goal monitoring, and tactical navigation into each client relationship along with the professional integrity to be honest, resourceful, diligent, and empathetic. From winning national soccer championships, to being the personal trainer for an Olympic gold medalist, and owning the largest sports performance facility in San Diego, my history as an athlete and entrepreneur continues to drive my resilient character, positive attitude, and teamwork approach toward winning in all endeavors. The combination of my industry-approved investment and insurance licenses along with my education in public relations enables me to analyze complex financial concepts and communicate them to clients in a clear way that relates to their distinctive circumstances.
As one of the largest and most decorated global financial firms, we support our clients during all stages of life and throughout every type of market cycle by using advanced tools and intelligent research. The vast investment knowledge at Merrill, the banking resources at Bank of America, and trust/estate capabilities at Bank of America Private Bank empowers our clients with the confidence to know that we will help them overcome obstacles, maximize opportunities, and prepare for the future. As a trusted Merrill Financial Advisor, my clients appreciate how I simplify and customize their experience with our enterprise so they can stay focused on what matters most in their daily lives (read more about this in the Philosophy section below).
With the advantages of communication technology, there is no limit to who I can help and where. I can be easily accessible to you through video or phone calls and digital webinars for everything from 1 on 1 conversations to group presentations. Contact me directly to discuss my “Prosperity Process” for new client relationships.
It is an integral part of the Merrill culture to be a positive influence in our communities. I am passionate about volunteering my time to support the following industries. If you have information about opportunities for me to participate with these types of local organizations and events, please reach out.
Sports and Recreation
Health and Fitness
Agriculture and Environment
Animals and Wildlife
Small Business Owners and Entrepreneurs
San Diego State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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
Bank of America, N.A.
Internal Investment Advisory Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.