As a Financial Advisor with Merrill Wealth Management, I help clients and their families bring clarity and purpose to their financial lives. Through personalized planning and disciplined investment strategies, I work to simplify complexity and create a clear path forward aligned with their long-term goals.
I view my role as more than a profession—it is a calling to serve others with integrity, humility, and care. I am deeply mindful of the trust my clients place in me and strive to honor that responsibility through consistent guidance and a steady presence during both opportunity and uncertainty. My practice is built on a service-first philosophy, centered on listening, understanding, and delivering meaningful advice tailored to each client's unique situation. I am committed to serving my clients and their families with excellence, always focused on helping them move forward with confidence.
I believe exception wealth management begins with thoughtful planning. Investments are important, but they are only one piece of a much larger picture. My goal is to help families make wise financial decisions by integrating every aspect of their financial lives into a coordinated, long term strategy. I see my role as helping simplify complexity - bringing together financial strategies, estate planning, risk management, and retirement planning into one cohesive plan designed around each family's goals and values.
I enjoy working with families and business owners through many of life's most significant financial decisions, including retirement planning, business transactions, liquidity events, concentrated stock positions, multi-generational wealth transfer, and legacy planning. I believe the best outcomes rare come from one advisor working in isolation, which is why I value partnering closely with my clients' CPA's, estate planning attorneys, and other trusted professionals. By coordinating strategies across disciplines, we strive to ensure every decision supports the others - creating a seamless experience and helping families move forward with greater confidence around their financial plan.
Outside of my work, my greatest joy comes from the time I spend with my wife, children, and close friends. These relationships are at the center of my life and shape how I view purpose, priorities, and the legacy I'm building each day. I try to live with the perspective that every day is a gift, and because of that, I'm intentional about making the most of the time I've been given—whether that's being fully present with family and friends, pursuing new experiences, or continuing to grow.
I have a strong desire to travel and see the world, always looking to gain new perspectives and a deeper appreciation for life. When I have the chance to slow down, you'll often find me on the golf course. It's more than just a game for me—it's a way to recharge, reflect, and enjoy the moment.
The foundation of my life is simple: faith, family, and meaningful relationships.
My faith shapes the way I see success, purpose, and stewardship. It reminds me that life is about more than achievement or accumulation - its about serving others, living with integrity and gratitude, and making a lasting impact on the people around us.
My family is my greatest blessing. I've been blessed to share life with my wife, my high school sweetheart, and together we're raising . Becoming a husband and father has continually challenged me to grwo in patience, humility, and leadership. The moments I treasure most aren't found in the big milestones or accomplishments, but in the everyday experiences I get to share with those I love.
I'm also deeply grateful for the close friendships that have walked with me through different seasons of my life. I believe genuine friendships are built on loyaly, trust, and shared experiences. Those relationships have shaped who I am and continue to remind me of the importance of investing in the relationships that are put in your life.
By nature, I'm curious and genuinely enjoy learning from others. Whether I'm meeting an entrepreneur, a young family, or someone with a completely different story than my own, I believe every person has experiences and perspectives worth learning from. I have found some of the most meaningful coversations I have had have nothing to do with business.
At the end of the day, I hope to be remembered less for what I accomplished and more for how I loved, served, and invested in the people God placed in my life.
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.
