Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I firmly believe that planning your financial future is the single most important thing that you can do for yourself and your family. As a Merrill financial advisor, I help people articulate and prioritize their financial goals, then help them create and implement a financial strategy that works for them. As a former scientist, I understand the value of analytics and the role it plays in making smart and informed decisions. Utilizing our chief investment office, I recommend personalized investment portfolios that are designed to mitigate risks and promote the highest probability of success in meeting my client’s goals and aspirations.
To me, there is nothing like the comfort of having a trusted advisor on your side and thus it is always my top priority to build a connection with all my clients and to truly understand their lives, their concerns, and their aspirations, and to provide them with confidence as they move through life's various stages. I believe this is what separates me from others in this industry, and I would invite you to come see for yourself. I hold a bachelor's degree from the University of Maryland as well as M.S and Ph.D. degrees from the University of Minnesota. My wife and I, along with our three amazing children and our cohort of furry and fine-feathered friends (one dog, two cats, and ten chickens) reside in Wildwood, MO.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Maryland
University of Minnesota
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.
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.