Our mission is to deliver a level of service to clients worthy of being deemed excellent. We work with Corporations, Business Owners, Individuals and Families. We help clients tailor appropriate and effective retirement and capital strategies. Whether you are building, preserving or transitioning your wealth, we take the time to understand your objectives.
As a Senior Financial Advisor for Merrill Lynch Wealth Management our clients goals are paramount to our practice. We assist clients with navigating their financial, investment and retirement goals. We work with high net worth families, corporations, business owners as well as executives. We tailor our investments to help meet the expectations of our clients and their families in every stage of life.
I received my undergraduate degree from Fairfield University as well as hold the CIMA® (Certified Investment Management Analyst) designation. This certification is administered through the Investments and Wealth Institute and taught in conjunction with the Yale School of Management.I stay active by assisting with youth and high school lacrosse programs around Southern CaliforniaI enjoy spending time with my wife Mikala and three children Caden, Cole and Sage*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.*Merrill Life Agency's California License Number 0522776  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.