After working for over a decade in the United States Navy, I made a career change with the idea of helping individuals and families pursue their financial goals and dreams. Knowing Merrill’s investing insights—and access to Bank of America’s banking services—I decided to move to Merrill Lynch Wealth Management, to have the opportunity to enhance your ability to pursue what matters most to you.
Wealth comes with challenges and complexities. No matter how much money you may have, putting a retirement plan in place is one of the most important things I can help you to do—while working with you on an overall financial strategy. Working together to determine your lifetime cash flow needs creates an opportunity to focus on other areas of your financial life. It’s important to really get to know your risk tolerance, time horizon, liquidity needs and goals, and to pay close attention to both sides of your balance sheet. Offering you wealth planning services as well as access to the credit, lending and banking convenience of Bank of America, provides a way to help you integrate and manage all the pieces of your financial life.
I have an economics degree from the United States Naval Academy. I give time and energy to my community in a number of ways, including coaching soccer and volunteering for a number of veteran organizations.  My wife and I and our three children are residents of Pass Christian.