Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Prior to becoming a Merrill advisor, I spent 10 successful years as a regional sales manager living in such places as Chicago, St. Louis and Grand Rapids, MI. As I moved from city to city, I began to realize that my life's passion is helping people reach their goals, whether that be personally or professionally. That said, I was naturally drawn to this position as properly managing one's wealth can pave the way for accomplishing many goals throughout a person's life such as starting their own company, saving for a child's education or planning for retirement.
With that in mind, I decided to leave my family's company, for which I worked since graduating college, to join another family company, of sorts. I joined The Hines Group in 2019, which is comprised of a father-son duo, Ken & Kenton Hines, as well as two outstanding client associates, Andrea & Chris. The Hines Group has over 100 years of combined industry knowledge and I will focus on client acquisition as I begin my advisor career with the team.
My wife, Ashley, and I relocated to Rochester, NY with our dog, Archie, and cat, Louie. We are also adding to the family as we are expecting our first child in April of 2020. Though my wife prefers walks, I enjoy competing in endurance sports with a special emphasis on triathlons.
University of Michigan
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.
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
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.
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.
We will work to help you stay on track, regardless of what the markets are doing.
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.