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
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As a CERTIFIED FINANCIAL PLANNER™ professional with Merrill, I strive to help 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. 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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Associate MSG 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
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.