I focus on building strong client relationships that foster collaborative and meaningful planning. I leverage my education and experience to help clients make the most of their hard-earned wealth -- allowing them have a more clear understanding of their financial future.

My areas of focus:
Retirement income planning for retirees and pre-retirees
Wealth building strategies for goal-oriented families and individuals
Custom Portfolio Construction and Management
Company retirement plans, i.e.: 401k, profit sharing, and defined benefit

My techniques for helping clients maximize wealth:
Goals-based planning
Tax-minimization strategies
Portfolio risk management
Disciplined portfolio asset allocation and security selection

Servicing clients:
My client service model emphasizes communication, goal tracking, portfolio management and advice. My support team and I are committed to delivering a personalized experience, where clients find us attentive, reliable, and adding measurable value to their personal financial situations at a reasonable cost.

My wife Kayleigh and I live in Rancho Peñasquitos with our two kids Owen and Harper. In my personal time I enjoy writing music, running Torrey Pines, mounting biking and spending time with family.
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.