As I enter my 25th year at Merrill, I'm proud to share that I hold the Chartered Retirement Planning Counselor™ designation and the Accredited Asset Management Specialist™ designation. In 2022 I earned the internal title of Senior Vice President and Senior Financial Advisor / Portfolio Advisor.
My primary focus is on portfolio construction, investment research, and developing customized investment and income strategies for those seeking retirement and those currently in retirement. Many clients struggle with questions like: 1. Do I have enough money to last me through my retirement? 2. Where will my cash flow come from? 3. Should I have Alternative Investments in my portfolio? 4. What can I do to generate additional cash flow? 5. When should I take my Social Security payments? 6. Should I take the lump sum distribution, or the monthly pension payments? 7. Have I saved enough to be able to retire next year? 8. Should I make any changes to my retirement planning strategy? 9. What can I do differently with my investments to reduce taxes? 10. Can you help me with my questions surrounding Medicare?
I would love to help. I'd love the opportunity to earn your trust. In a financial world where things are always changing, I take much pride in being a reliable, trustworthy source of information for my clients. I like to be the main point of contact for all things financial when it comes to my clients' lives. My main office is located in Exton, Pennsylvania, but I've met with clients in many of our surrounding offices like Wayne, Bala Cynwyd, Media, Philadelphia, just to name a few. I live in Coatesville, PA with my wife Danni, two children Carli and RJ, and our two dogs Ryder and Jovi. I'm an avid Philly sports fan, a coach within the community, and active in soccer, golf, softball and wake boarding among my many activities.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
