Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Over the last three decades I have been lucky to have a career in which I have helped individuals across the country pursue their financial goals with thoughtful, personalized and transparent guidance. My passion is fueled by knowing that, if people can articulate and disclose their true needs and desires, my team can make a lasting and positive difference to what matters most in their lives. Our team emphasizes on in depth customization and a commitment to service. Our clients are disciplined savers, entrepreneurs, executives, families and modern households.
In my life I have three very important families. First, and foremost, I am blessed to be married to my wife Brittany, and a have three amazing children. My second family is my team at Merrill Lynch who all share my passion for family first and who are equally dedicated and focused on providing exceptional service to my third family our clients.
My family and I enjoy being part of and giving back to our community. Currently we are very focused on trying to address hunger in great Washington, D.C. area by volunteering with the Greg Gannon Canned Food Drive. In this capacity we bring the community together to address the hunger problem that plaques our area. I am also registered bone marrow donor and supporter of Be the Match.
I hold the CERTIFIED FINANCIAL PLANNER™ certification and Wealth Management Advisor designation, and have been a member of the Financial Planning Association FPA® since 1999. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
West Virginia University
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.