Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
6400 S. FIDDLERS GREEN CIRCLE
GREENWOOD VILLAGE, CO 80111
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As a CERTIFIED FINANCIAL PLANNER™ professional with Merrill, I strive to help business owners and families that are going through a transition. We strive to help you determine if you’re on the right path...if you’re not...we strive to help you find the right path to reach your personal peak in the safest and most efficient way.
In my spare time, I enjoy Saturday morning runs along the Aurora Reservoir and a round of golf. I’m proud of completing the Chicago and Georgia Marathons. The Colfax Marathon is next. As a family, my wife and I enjoy attending events at the Denver Performing Arts Center and local wine tasting events. What we enjoy the most is watching our children do cannonballs in the pool. I am a volunteer and member of the Cherry Creek School District’s Long-Range Planning Committee.
Through our goals-based wealth management approach, we help our clients find their personal peak by focusing on four key areas, their Banking and Lending needs, their Insurance and Risk Management needs, Investment Portfolio Management, and most importantly Planning. What type of planning have you done?
I have been collaborating with companies and families to help them accomplish their goals since 1994, when I was hired as a Branch Manager Trainee with Beneficial Finance. After completing business school, I joined Bank of America Merrill Lynch Wealth Management's Commercial Banking Training Program in 1999. In 2015, my family relocated from Atlanta to Denver and currently live in the Southlands area of Aurora. I have an M.B.A from the Frank G. Zarb School of Business at Hofstra University and a B.A. degree in Psychology from Bloomfield College.
We should talk if:
-If you’re in the process of selling your business or have sold your business.
-If you’ve recently changed jobs or relocated from another state.
-If you’ve recently lost a family member or going through a divorce.
-If you would like a second opinion on your current financial plan for a fresh perspective.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
**Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
*** Lending Services are through Bank of America, N.A.
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Structured Credit Executive
Bank of America, N.A.
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.
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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 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.