Financial decisions rarely stay in one box. Business, retirement, taxes, and family all pull on each other—whether you are building a company, preparing for the next chapter, navigating a transition, or thinking about the legacy you want to leave.
My role is to help bring clarity and organization to that complexity.
As a Financial Advisor with Merrill, I work with business owners, professionals, and families to align their financial lives with their goals and values. Together we develop strategies around wealth accumulation, retirement income, business planning, estate considerations, and the decisions that come with each stage of life.
I believe the best advice comes from seeing the whole picture. That is why I focus on long-term relationships and often serve as the central point of coordination among the other professionals in a client’s life—accountants, estate planning attorneys, lending specialists, and other trusted advisors—so important decisions are aligned and intentional.
As a Jacksonville native, I am proud to serve the community that helped shape me. My wife, Maryann, and I have built our lives here and recently welcomed our son, Hunter. Becoming a husband and father has only deepened my appreciation for thoughtful planning, lasting relationships, and creating opportunities for the next generation. Outside of work you will usually find me with family, on a golf course, traveling, staying active, or involved in local community efforts.
At the end of the day, my goal is simple: to be a trusted resource who helps clients make confident decisions, navigate change, and stay focused on what matters most to them and the people they care about.
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.
