My passion and focus lie in working with athletes, families and business owners to create solutions* through creative and personalized wealth management strategies. Our approach creates value by allowing them to realize their full potential and freedom to concentrate on what matters most in their lives.
Formerly a soccer player in Brazil, I joined Merrill Lynch Wealth Management after graduating from Lincoln Memorial University with a Master's of Science in Business Analytics and B.A. in Business Administration.
My personal and professional background has provided me with the knowledge, strength and patience to learn that hard work, integrity, and honesty are key for any type of battle that life brings to us. These experiences have fostered my passion and inspiration to assist and educate families and individuals to reach for better outcomes - particularly obtaining financial stability, achieving personal goals and preserving their wealth.
Outside of the office you can find me enjoying my time playing and coaching soccer, grilling for friends and family, participating in social events and spending quality time with my wife Victoria and our three Australian Shepherds (Jax, Milo and Apollo).
*Solutions based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.
*Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.