As a Merrill Financial Advisor, my mission is to organize and simplify my clients’ financial lives, enabling them to pursue their life passions. A cornerstone of this process is collaborating with clients and their key advisors, typically estate attorneys and accountants, to develop a financial roadmap. This process helps our clients think about and deploy their wealth in meaningful ways. For each family, that path is unique.
I have particular depth at wealth planning and investment portfolio construction. Of the 15 years spent in the financial services industry, 11 of those are with Merrill. Early on I worked at GHP Investment Advisors as an equity analyst and wealth planner. I also worked at U.S. Bank as a Senior Investment Portfolio Manager serving private wealth clients with their investment portfolios.
I’ve attained both the Chartered Financial Analyst® (CFA®) designation and the CERTIFIED FINANCIAL PLANNER™ certification. I graduated in 2008 from Radford University with a B.A. in Finance. I volunteer as a mentor for students through Economic Literacy Colorado. When not working, I enjoy skiing, fly fishing, and hiking with my wife and young daughter.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
