Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
My background in different areas such as the Air Force, manufacturing, hospitality, construction, management and over 5 years in the financial services industry has helped to shape who I am today. You can rely on me, unlike most of my competitors to take the time to truly understand your needs and give sound advice looking after your best interest with complete transparency.
My focus is not putting together or maintaining portfolios and I don’t focus on selecting individual securities. I focus on being a wealth management advisor. Affluent clients in today’s world need a team of experts making decisions on their portfolios to keep up with the complex rapidly changing markets and aligning it with their risk profile and financial goals. With our Merrill Investment Advisory Program we have a team available to clients that does just that.
Our team of Firm experts work together to make decisions based on analyzing economic conditions, mutual funds, ETF’s and many other elements that can affect risks and returns of your portfolio. Before a client can utilize these resources we have to build a strong foundation by having a plan. This is where I provide value by concentrating on putting together individualized strategies for you and your family and addressing all areas of your financial health. This can include the proper asset allocation in your portfolio, reviewing life and long term care to help ensure proper protections are in place, funding for education, tax mitigation strategies and utilization of the resources through Bank of America.
If you’re working with an advisor currently, a do-it-yourselfer, or you’re in the beginning stages of planning, I would ask that you take some time to meet with me and my team to see the opportunities available to you. We take pride in building long lasting relationships by understanding the “why” behind the need and truly believe there is no better resources available anywhere. If this sounds like what you’d expect from an advisory team, I invite you to connect with us today to explore the opportunities available to you and how we can help.
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.
Learn about the MyMerrill Mobile App.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Associate Investment Advisory Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.