Life is richest when we embrace the big adventures, but also when we realize it is the connections we have with others that allow us to be fulfilled by them. In business and in my personal endeavors, I believe in pursuing big goals and backing them up with a plan.
Having financial security and flexibility is one of the most important ingredients in whether or not we are free to seek out what makes us happy. Whether you are building a home, a business, or a long term wealth plan, collaboration with experienced professionals can help stack the odds of success in your favor.
As a Wealth Management Advisor and a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.*, I can create order and efficiency in your overall financial position. I seek to simplify and clarify what can be complex decisions, and educate you and empower you to make sound decisions about your financial affairs. It's a relationship that combines our financial experience with intimate knowledge of your priorities. Our commitment is to help you achieve your own vision of security and prosperity.
Outside of my professional life I enjoy traveling and spending time with my wife Morgan. I stay fit by participating in triathlons and enjoy the arts and humanities. The human experience is universal, and the connection we have to it is expressed most beautifully by those artists, writers, singers, dancers, and producers in other mediums that allow us to better understand what it is that we all share. As far as we know, we get one go at life. Let's make it a good one.
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.
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.