I have been part of the wealth management industry since 2006, beginning my journey at Merrill in 2010. Alongside my professional experience, I hold a bachelor’s degree in finance from Georgia State University. I live in Gwinnett County, Georgia, with my wonderful wife, Melissa, and our two amazing children, Joaquin and Gabriel.
My team and I believe financial confidence starts with a clear understanding of your current situation, goals, and the resources needed to achieve them. We work closely with you to develop a personalized financial strategy, leveraging Merrill’s insights and services to support your future. Transparency is key—we’ll clearly outline what you’re paying for and what you can expect. As your life and market conditions evolve, we’ll regularly review your plan to help ensure you stay on track, making adjustments as needed.
With Merrill’s extensive investment resources, we offer potential solutions for income management, education funding, retirement planning, and executive benefit guidance. Our experience covers equity compensation, defined benefit and contribution plans, nonqualified deferred compensation, concentrated stock positions, traditional and alternative investments, as well as wealth transfer and estate planning services. When needed, we collaborate with your other trusted professionals—attorneys, accountants, and specialists—to help you pursue your goals seamlessly.
The foundation of financial planning is personal connection. By understanding what truly matters to you, we can craft a strategy that aligns with your values and priorities. Our goal is to provide guidance that helps you navigate market changes and life transitions with confidence.
Let’s work together to bring your financial vision to life!
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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.
