I strive to be the best in my field by assisting individuals, families, and small to medium sized business owners in development of individualized, long-term financial strategies to help them define and pursue their short and long term goals.
I’ve been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2013. Prior to joining the financial services industry, I ran a 50+ year old family business in the hospitality and property management industry, gaining valuable entrepreneurial experience in small business finance and customer relations. My well rounded experience have served my clients well.
As a Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.
I earned a Bachelor’s degree in Financial Management from California State University, Fullerton, where I graduated in 1991. My wife Brenda and I reside in Parker, Colorado. We recently relocated from the Merrill Seal Beach Office.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
