With over a decade of experience in the financial industry, I started my journey with Merrill in 2017 and have since evolved into a seasoned senior financial and senior portfolio advisor. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. My passion lies in guiding clients towards their financial objectives, leveraging my experience to tailor strategies that align with their goals and aspirations. I thrive on fostering strong client relationships and delivering potential comprehensive financial solutions. When I am not working, I enjoy spending time with my wife Rachel, our daughter Lucy and our son Bennett. We also love being outdoors and staying active, often accompanied by our two doodles, Sully and Cooper.