I joined Merrill Lynch Wealth Management in 2004, working to coordinate the financial affairs of a select group of high-net-worth families, business owners, corporate executives, attorneys, and sports & entertainment industry professionals.  As a Certified Exit Planning Advisor (CEPA^®) professional, I consult business owners to holistically plan for their financial life outside of their business, as well as help them enhance the value of their business prior to their exit.

Partnering closely with the Jones Zafari Private Wealth Group, I have extensive experience advising private clients, creating customized strategies to help them reach their goals and objectives, thus helping their families responsibly grow and preserve their wealth.  

I received my Bachelor's Degree in Business Administration from Florida State University, and my Master's Degree in Sports Business Administration from the University of Florida. I meet with clients in both Manhattan Beach, California and Jacksonville, Florida.

I am a proud supporter of the University of Florida, a huge Florida Gator sports fan, avid golfer and surfer, and live in Atlantic Beach, Florida, with my wife Leslie, our daughter McKenna, and son Cameron.