My team and I assist individuals and families who require strategies to help them maintain and growth their wealth. By utilizing a goals-based planning approach, our focus is on building an asset allocation model around your financial objectives. The resources of Merrill and Bank of America provide us tools for any situation that you and your family are facing. Locally, I work with various situational partners including Walker & Associates.
Raised in the suburbs of New York City, I was always fascinated with Wall Street. Getting to the best firm on “The Street” isn’t easy but thankfully my parents instilled a quest for knowledge, and work-ethic that my siblings and I took very seriously. Athletics was a key driver in my upbringing; I'm a two-time marathon finisher and a USA Hockey Level 1 certified coach.
Education and Certifications:
• Certified Investment Management Analyst® designation, an investment program developed by the Investments & Wealth Institute™ in conjunction with The Wharton School, University of Pennsylvania
• Retirement Management Advisor® designation awarded by the Investments & Wealth Institute™
• B.S. in Finance from George Mason University
• M.S. in Finance from Colorado State University – Global
I live in Leesburg, VA with my wife Sarah, three sons and golden-doodle, Bo. Community involvement, youth athletics, and traveling to the mountains or beaches keep us busy. Outside of family-life and work, I can be found on the golf course, working-out or walking around downtown Leesburg, typically to a coffee shop. Prior to starting at Merrill in 2002, I began my career at Manulife in Stamford, CT.
*Asset allocation does not ensure a profit or protect against loss in a declining market.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
