Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I take pride in providing the families we serve with a personalized, client-focused approach, backed by a hardworking and talented team. With my primary office located in Frisco, TX at The Star, the world headquarters of the Dallas Cowboys, we are fully accessible and help our clients pursue their personal financial aspirations by leveraging Merrill Lynch's vast resources.
-Advice and Planning
-Alternative Investments/Hedge Funds
-Retirement Income Strategies
-Trust & Estate Planning Services/Gifting
-Business Succession Planning
Who We Serve Best:
We excel in working with small businesses, and corporate executives
Highlights of my professional career:
-16 years in the business, with the last 8 years at Merrill Lynch
-Achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification in 2007, a designation awarded by the Certified Financial Planner Board of Standards, Inc
-Attained the Chartered Retirement Planning Counselor℠, (CRPC®) designation in 2010
A Few of My Passions:
Spending time with my family, reading, traveling, volunteering, and being outdoors. I am actively involved with the Cystic Fibrosis of NE Texas, The United Way of Dallas, and St. Jude Church in Allen. I graduated from the University of North Texas and an active member of the Collin County Alumni Assoc. I live in Allen, TX with my wife, Jill and we have four children, Amanda, Austin, Allie, and Anna.
I spend a good deal of time in Dallas, Fort Worth and Houston, and have access to Merrill offices in each location.
I would welcome a connection if:
- You are a CPA or Attorney interested in providing a resource for your clients.
- You own a business and are seeking guidance on issues unique to you
- You are in need of tailored financial guidance.
- You would like our perspective on your portfolio.
- You are interested in discussing our approach to estate/trust/gifting services.
- You or others you know is dissatisfied with the advice and service they are getting
University of North Texas
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.