Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
As the son of a Merrill advisor, I have grown up around this business and seen firsthand the value a good advisor can provide throughout one's career and lifetime. In addition to retirement and wealth planning, one area of focus for me on our team has been inter-generational wealth planning - helping to bridge the gap between our older clients and their children or grandchildren while providing continuity of service that the elder clients have been accustomed to. I also work with early-to-mid career professionals who are just beginning to grow wealth and would like the help of a professional along the way.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a Certified Plan Fiduciary Advisor (CPFA). I have an MBA with a concentration in finance from the Kellogg School of Management at Northwestern University and a bachelor’s degree in Materials Science & Engineering from the University of Michigan. After working in the Chicago area as an engineer and marketing manager, I returned to my hometown, Rochester NY, to join The Hines Group, a team consisting of my father, Ken, and our two Registered Senior Client Associates, Andrea and Chris.
I live in Pittsford, NY with my wife, Jessica, our children, Isla and Evander and our dog, Zeus. We’re very into outdoor activities, from snowboarding and mountain biking to backpacking or automotive sports. If it rolls, rides or glides, we’re a fan.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP®; in the U.S.
Northwestern University - Kellogg School of Management
University of Michigan
McQuaid Jesuit High School
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.
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.
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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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We will work to help you stay on track, regardless of what the markets are doing.
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