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I work with the Locniskar Pursel Bucher Biddinger Nienberg Rochow Group, a wealth and investment management team at Merrill Lynch Wealth Management. I have over 14 years of experience in wealth management for high-net worth individuals, family offices, and institutions.
We work with individuals & entrepreneurs, executives & business owners, entertainers & athletes, and families spanning multiple generations, throughout the country, all who have specialized needs and compelling opportunities.
I provide client families customized advice in investment management, wealth planning, liquidity event strategies, concentrated stock strategies, life insurance solutions, and philanthropic, trust and estate planning services.
Clients are supported by the resources of a global firm, including strategies ordinarily reserved for the world's large institutions, which are customized to advance each client's goals.
Our team works with a limited number of clients, enabling us to focus our time, training, and passion on providing you and your family personalized services and guidance for all aspects of your financial life.
I hold the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute™, and the Certified Plan Fiduciary Advisor, CPFA certification administered by the National Association of Plan Advisors. I have also earned the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ designation.
I have been recognized by Forbes in its list of “Top Next-Generation Wealth Advisors Best-in-State” in 2023 (*Source: The Forbes "Top Next-Generation Advisors Best-in-State" list, published on August 8, 2023. Rankings based on data as of March 31, 2023).
I graduated from the Stephen M. Ross School of Business at The University of Michigan, and have been in the financial services industry since joining the firm in 2009. I'm a Board Member and serve as President of the Stephen M. Ross School of Business at the University of Michigan Alumni Club of Southeast Michigan. In addition, I serve on the board of the Birmingham Detroit Country Day School Alumni Club, and formerly served on the Detroit Institute of Arts Founders Junior Council. I currently reside in Birmingham, Michigan.
We invite families who have complex wealth management needs to discuss their goals relative to our capabilities in more detail.
*Source: The Forbes "Top Next-Generation Advisors Best-in-State" list, published on August 8, 2023. Rankings based on data as of March 31, 2023.
Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
University of Michigan System
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.
Alternative Investments Regional Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #533745
Wealth Management Banking Specialist
Merrill
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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.
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No question too big or moment too small
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The Power of the Right Advisor®
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