Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a CERTIFIED FINANCIAL PLANNER™* professional with Merrill Lynch, I help closely-held business owners with their exit planning strategies. In my spare time, I enjoy Saturday morning runs along the Aurora Reservoir and a round of golf at Blackstone Country Club. 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.
As a business owner, some ideas and strategies you may want to consider are how we strive to provide i) proactive and objective financial advice, creative recommendations to financial issues, iii) delivery of “best of breed” money managers, insurance and loan strategies**, and iv) integration of estate planning services, investments, philanthropic goals, and next generation financial education into your wealth management strategy.
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’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:
-You are looking to retire in the next 3-5 years.
-You are looking to sell and exit your business in the next 3-5 years.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
** Lending Services are through Bank of America, N.A.
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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.