Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
6400 S. Fiddlers Green Circle
Greenwood Village, CO 80111
Connect with me on LinkedIn
As a CERTIFIED FINANCIAL PLANNER™* professional with Merrill Lynch Wealth Management, I strive to help busy professionals and their families live the life they want to live and still leave a benefit to their children. Families that hire me tend to have an increasingly complex financial life and have experienced a recent change in their life circumstances or maybe they are starting to think about their retirement income planning. We strive to offer a fresh set of eyes to develop ideas and recommendations to help you address your financial concerns.
In my spare time, I enjoy Saturday morning runs along the Aurora Reservoir or a round of golf. I'm proud of being a two-time Marathoner. I enjoyed the discipline and focus required to accomplish that "bucket list” item. 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.
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’s Commercial Banking Training Program in 1999. In 2015, my family relocated from Atlanta to Denver.
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.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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Associate MSG Specialist
Bank of America, N.A.
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.