Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
My mission is to reduce the stress of every client by providing clear and concise financial advice, education, and planning.
As a financial advisor at Merrill Lynch Wealth Management, my role is to help Business Owners and Wealthy Individuals get the most out of their money. I do this by understanding who you are, your current financial picture, and what you want to achieve in the future. Once I understand those things, I will create a plan tailored to you and then use that plan to construct an investment portfolio using all of Merrill's resources to help you accomplish your goals.
Ultimately, my goal is to give you simplicity and confidence regarding your financial future.
I grew up in a rural town in central Illinois. After graduating high school, I joined the Navy and served 8 years, including a tour in Iraq. Following the service to my country, I attended the University of Nevada and earned my Bachelor’s Degree in Finance. While attending UNR, I met my wife, Emily at a charity event. Together, we have two children; our daughter Anna, and our son Jackson.
My family is very active in the volunteer community within Southern Nevada, primarily focusing our efforts on food insecurity through The Just One Project and Military Veterans through various organizations. I currently serve on the Board for Bank of America's Military Support Alliance Group as the Events Chair.
University of Nevada
University of Nevada - Reno
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.
Wealth Management Lending Officer
Bank of America, N.A.
External MSG Specialist
Wealth Management Banking 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.