Sven started his career in 2004 as a financial advisor after having interned at Merrill Lynch Wealth Management while earning a finance degree at the University of Arizona. Sven’s goal is to put a deep focus on each relationship and strives to be a trusted source of guidance for individuals and families as they navigate through life’s different phases. He uses a goals-based approach, helping to define priorities and potential pitfalls, using this as the foundation to drive a wealth management strategy to make progress towards goals.
Sven has earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning Counselor, CRPC® designation from the College for Financial Planning Institutes Corp.
Sven is a Past President and executive member of the Active Men’s 20/30 Club and sits on board of trustee’s at Casa de los Ninõs. Sven and his wife Jenny are Tucson native’s have two young boys Henry and Ralph and their dog, Zion. He has great appreciation for the outdoors and enjoys camping with family, rock climbing, mountain biking, hiking, and canyoneering. He is a member of the American Alpine Club and Climbing Association of Southern Arizona.
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.
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.
