As a devoted husband and father of three, my family is at the heart of everything I do. I cherish the time we spend outdoors, whether its teaching them to dribble a basketball, swing a golf club or simply enjoying the sunshine or puddles after it rains. I bring this same family-first philosophy to my work, treating each client as an extension of my family. In my role as an advisor, I am committed to building long-term relationships rooted in trust, transparency, and genuine care. Using a data-driven approach, I leverage advanced statistical methods to design and execute customized asset strategies that align with each client's goals and aspirations. By combining technical experience with a family-centered approach, I strive to guide my clients toward financial success and security, helping them achieve their goals with the same dedication I bring to my own family's future.
Great wealth is not an end in itself. It is a way by which you can decide what you want to accomplish and with whom you wish to collaborate to pursue your goals. Our team is highly experienced about the challenges faced by individuals with substantial wealth.
A limited client base helps ensure that substantial time and energy can be devoted to assessing and tailoring individual strategies for you. It also allows the team to be responsive to your personal goals and focus on those services that contribute to simplifying your financial life. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
