Having grown up in a family deeply rooted in the medical industry, I am very familiar and comfortable with medical processes and terminology. So, I work with clients to improve their "financial health". With a decade of experience as a Financial Advisor, I help clients with their financial health through personalized strategies and comprehensive planning, which includes investment management, retirement planning, and risk assessment, helping to ensure my clients feel secure and confident in their financial futures. My commitment to providing top-notch service is matched by my active involvement in the Hot Springs community, where I volunteer my time to educate and assist individuals and families with financial literacy and planning. Outside of my professional life, I am a proud husband and parent to four wonderful children. Balancing a busy family life with my career, I understand the importance of good financial health and planning for the future. This personal insight drives my passion for helping others navigate their financial journeys, providing them with the knowledge and tools needed to achieve their dreams and secure their legacies.
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.