Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Financial Advisor with Merrill Lynch, my focus is working with individuals and families to apply a goal based wealth management approach to help them achieve their financial goals and dreams. My objective is to understand their personal situations, their aspirations and goals. I apply my understanding of their lives towards specific guided plans to help lead them to success. I am driven by my passion for delivering excellent service and helping clients pursue their goals. My mission in life is having a positive impact on the lives of people in my community with whom I connect.
Ultimately, the best way to help yourself is to help others first and that has been a major focus in my life for many years. When I am not in the office, I enjoy golfing, CrossFit workouts, attending BGSU football, hockey, and basketball games. Feel free to reach out with any questions regarding retirement planning, and wealth management. I would welcome the opportunity to meet over coffee or lunch!
My wife (Blair) and I reside in Bowling Green, Ohio where we seek to be involved in local education (she currently works with Wood County Educational Service Center), local animal assistance and welfare, as well as membership in local civic organizations.
My Professional Experience:
I joined Merrill Lynch in 2018 joining the Perryburg, Ohio office seeking to use my experience in finance and banking over the last 10 years in Northwest Ohio to affect client’s wealth planning goals in proactive and positive fashion. With the tools of Merrill Lynch and the knowledge of wealth management, I know that I can assist you with your goal based wealth management concerns.
My role includes working closely with my clients to help assure guided planning of their goals are on track, management of personalized or defined strategies which may incorporate individual stocks, bonds, Merrill Lynch model portfolios and third party strategies.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University System of Maryland
We along with your tax professional can help you understand how it might affect your investment strategy
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.