I am a Senior Financial Advisor with more than 15 years of experience in Asset Management and Investment Planning. I work with clients from all walks of life, but focus mostly on working with those in Entertainment. I am most proud of myself when I help my clients establish a plan which includes multi-generational wealth and philanthropy.
Originally from Philadelphia, I moved to Los Angeles in 2018. A year later I met my now wife, Alana. We currently live in Toluca Lake with our infant daughter, Margot.
I am committed to providing you with a first-class financial services package; offering individualized wealth management planning, estate planning services, portfolio management and cash management services. I will help you define your goals and values, as well as prioritize your financial goals, based on your personal needs and my industry knowledge and experience.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
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.
