Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
I serve individual investors, families, businesses, and business owners with their varied and complex financial needs. I believe in treating my clients as I would like to be treated, a simple idea that still makes sense in today's ever-changing world.
Prior to my career as a financial advisor, I served for ten years as an officer in the United States Marine Corps. My primary occupation as a Marine was as an aviator, flying the F/A-18D Hornet. I grew up in the DC Metro Area and, after serving around the world, decided to come home and serve my community. I am a member of the Prince William County Chamber of Commerce; and serve on their Veteran and Policy Committees.
I hold a bachelor's degree in history from Virginia Tech. In addition, I hold a master's degree in public policy with a focus on national security from George Mason University. I hold Series 7 and 66 FINRA registrations, as well as Virginia, Maryland, and District of Columbia Life and Annuities insurance licenses. I am also registered as an Accredited Asset Management Specialist® with the College for Financial Planning.
I have been married to my wife, Nikki, for over ten years, and our son, Cameron, was born in 2013.
I believe it is important to invest time in understanding what you are working toward before you invest your hard-earned money. The financial world can sometimes seem like foreign territory, and it is my goal to make the complex understandable. It is important to know what is important to you so I can help you grow and preserve your wealth. I believe in working as a team to effectively create a comprehensive financial strategy best suited to achieve your individual and financial goals.
My clients have a variety of financial and personal needs, which often fall into five categories:
-Education Expense Planning
-Insurance and Asset Preservation
-Legacy and Estate Planning services
Whether you are accumulating wealth, investing for income, or safeguarding your legacy, I can help you and your business at any stage.
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Retail Sales Manager
Bank of America, N.A.
Bank of America, N.A.
Employee Benefits 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.