As a Financial Advisor at Merrill Lynch Wealth Management in Peoria, Arizona, I focus on providing a comprehensive approach to wealth management. My process begins with understanding what matters most to you. We then develop a customized strategy that adapts to your changing needs and market conditions. Leveraging the investment insights of Merrill and the banking convenience of Bank of America, I aim to address all aspects of my clients' financial lives. I am driven by a passion for service and a commitment to helping clients achieve their financial goals. I believe that my extensive experience in financial planning and wealth management has equipped me to be a trusted advisor and a valuable resource for my clients. Originally from Arizona, I currently reside in Buckeye, AZ, with my wife, our five children, and one grandchild. Outside of work, I enjoy helping others find success, spending time with family and friends, and traveling.
A desire to help others is one of the main reasons I chose to join the financial services industry. This passion to help stems from my own experience, the financial challenges I've personally faced, and what I've seen family and friends face. As witness to the challenges encountered by important people in my life, I recognized the need for a professional and caring team to help people realize the life they want. My mission is to work with you to develop a wealth plan built around your priorities, and then help you adjust, as needed, to the changes that inevitably may occur.
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.
