As a Merrill Lynch Wealth Management Advisor, my objective is to develop long-term financial advisory relationships that are unique to each and every client. It is my practice to promote a systematic, disciplined approach to wealth management and investing consistent with each client's investment goals, risk/reward tolerance and time horizon.

Through Merrill Lynch Wealth Management, I am able to provide a wide array of financial/investment services including wealth management, retirement planning, college planning and investment portfolio management. In conjunction with these services, I am supported by specialists and in-depth research.

My wife Leanne and I were married in 1997. We moved from the Silicon Valley to the Granite Bay area in 2001, where she is a partner in a local optometric practice. I have earned Bachelors of Science Degrees in Exercise Physiology from the University of California at Davis and Nursing from St. Mary's/Samuel Merritt College. I am Series 7 and 66 FINRA registered, hold life/health insurance licenses, and the Chartered Retirement Planning Counselor^SM CRPC^® designation. Prior to joining Merrill in 2004 I spent eight years caring for patients as a critical care/trauma nurse.



*Merrill Life Agency's California License Number 0522776

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.




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.