With nearly two decades of experience in the financial services industry, I bring a seasoned perspective to helping individuals and families navigate their financial journeys. Today, as a financial advisor at Merrill, I am dedicated to understanding your unique aspirations and crafting tailored strategies to help grow and preserve your wealth. My background includes nine years at State Street Global Advisors, where I collaborated with large institutional investors, providing a strong foundation for the personalized guidance I offer my clients today. I hold a bachelor's degree in Economics from Rollins College and an MBA from Babson College, and as a CERTIFIED FINANCIAL PLANNER® professional, I adhere to a disciplined process focused on getting to know you, your family, and what truly matter most to you.
Outside of my professional life, I cherish spending time with my wife and two boys here in our vibrant San Diego community. I also enjoy traveling, staying active with fitness, snowboarding, and unwinding on the golf course. This well rounded perspective allows me to connect with clients on a personal level and better understand the diverse facets of their lives.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
