Change is inevitable but for me change was necessary. In my previous career as a Nuclear Engineer at Pearl Harbor, I couldn’t find the passion or purpose in my career but as a financial advisor I found that I had a way to help others. As a husband and father, I understand the importance of planning for retirement, saving for college and securing the financial future for those you love.
My goal as a Merrill Financial Advisor is to help you prioritize your life goals and use my professional experience along with the global investment resources of Merrill and banking products offered through Bank of America, N.A. to create a personalized plan to help achieve your long-term goals. I will work closely with your CPA, attorney and other professionals to develop the right financial strategy.
"The secret to getting ahead is getting started" - Mark Twain
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.
