As a Merrill Financial Advisor, I am dedicated to helping everyday families and businesses develop financial strategies that align up with their needs, goals and risk tolerance. I provide investment planning through a working relationship to help build, manage, preserve and transition wealth. My mission is to understand every client's goals, their concerns and to work together to create a tailored wealth plan that helps accomplish all of their hopes and dreams they have for themselves and their families.   I offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:   • Health: Managing healthcare expenses, now and in the future • Home: Upsizing, downsizing, remodeling or buying a vacation home • Family: Taking care of your family and other people in your life • Leisure: Spending your free time in meaningful ways • Giving: Volunteering, mentoring others and giving to charities • Work: Working in retirement, selling or starting a business • Finance: Bringing it all together and defining your financial goals   In my free time, I prioritize spending quality moments with my wife and 3 children. We enjoy traveling and discovering new food spots, especially coffee shops. I also spend time coaching basketball at the local schools and my children’s youth sports teams.