I have been with Merrill since 1977. My business has evolved to the area of retirees and clients over 50 years of age.
My approach to investing is first, to determine what type of investments clients are comfortable with. Next, provide specific investments that are appropriate for the client. Then, using a computer generated method, continue to review those investments. I provide timely reports that illustrate how clients are doing relative to their goals.
I earned my MBA degree from The University of Chicago Graduate School of Business, now named the Booth School of Business. My undergraduate degree in finance is from De Paul University in Chicago. I live in Chicago with my wife and our children are grown.
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.
