Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As the son of a Merrill Lynch advisor, I've grown up around this business and seen firsthand the value that the right advisor can offer to an individual or family. In addition to retirement and wealth planning, one area of focus for me on our team has been helping to bridge the gap between our older clients and their children or grandchildren through succession planning, cross-generational wealth transfer, business continuity planning and estate planning services. I also work with new and existing clients to develop wealth management and retirement strategies that are tailored to their specific goals and priorities.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner. 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 daughter, Isla 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.
Feel free to connect with me if you have questions about your current financial standing or you’d like a second opinion on what you’re currently doing. I’ll let you know if you’re doing great or if there are opportunities to improve.
*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
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 407644
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.