Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
For 11 years, I devoted my sports/fitness career to developing long term relationships that best served my clients' personalized needs through detailed planning, tracking their progress, and consistent communication. As an athlete, I received an NCAA-D1 full soccer scholarship and I have won 2 national soccer championships despite enduring 6 knee surgeries. As an entrepreneur, I owned the largest sports performance training facility in San Diego and it was the first (and only) soccer-specific gym in the city. As a personal trainer, I worked with everyone from corporate executives to an Olympic gold medalist.
Now, as a Financial Advisor, I continue to help my clients through personal relationships, reviewing progress toward goals, strategic planning, and proactive communication. With the depth of resources and expertise at Merrill, I am effectively able to be a financial catalyst for any of your career, retirement, family, inheritance, home, health, charity, and leisure goals.
I would love to learn more about what it means to you to have healthy wealth. Please feel free to request an appointment directly through this page.
San Diego State University
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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
Associate Insurance 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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.