Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Many advisors help you put your goals in place, but do they take the time to ask “WHY?”
I strive to understand my client’s values and establish a vision for their financial future. It’s critical that our clients understand the important financial decisions they’ll face and how we'll tackle them together along the way. I work with my clients to develop the most effective pathways to success, paying special attention to the efficiency of their cash flows and understanding their unique situations to help ensure that their financial strategies and personal lives fit together seamlessly.
Our primary focus is to maximize the efficiency of your cash flows in retirement and make sure your financial "buckets" are built correctly along the way. My partner, Charlie Nickel, has been an Advisor with Merrill Lynch in Green Bay for over 20 years. He hired me to provide a succession plan for his business while keeping our clients' financial lives private. This decision is a significant token our team's commitment to all of our clients, who experience great acumen and service from a team with over 40 combined years in the industry.
In my spare time I enjoy golfing, fishing, and volunteering at The Automobile Gallery in downtown Green Bay. Recently, my wife Lili and I had our first child, Penelope. It is truly a blessing to raise my own family in the city that I grew up in while working in a profession that I enjoy tremendously.
I appreciate your time reading a little bit about our team and look forward to hearing from you!
Polish & Spanish
Learn more about the highly engaging podcast series from Merrill Lynch
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.