Senior Financial Advisor
Merrill Lynch Wealth Management
As a Senior Financial Advisor, I partner with individuals, families and business owners to design personalized wealth management strategies aligned with their goals, values and long-term vision.
My approach begins with listening. I believe informed decisions come from clarity — understanding where you are today, where you want to go, and what matters most along the way. From there, we build a disciplined, comprehensive strategy designed to help manage risk, optimize opportunities and create lasting financial confidence.
I bring more than 20 years of experience in financial services. I began my Merrill career in 2005, serving clients through 2011 before transitioning to another firm. In 2022, I returned to Merrill, drawn by the firm’s depth of resources, specialist support and globally recognized research platform — all of which enhance the experience I deliver to clients.
Prior to entering financial services, I spent nearly two decades as an engineer and technical manager in precision manufacturing, industrial lighting and industrial controls. My final engineering role was Manager of Operational Excellence, where I led statistical problem-solving initiatives, process improvements and cost reduction programs. That analytical discipline and systems-based thinking continue to shape how I approach financial strategy today — with rigor, structure and a focus on measurable outcomes.
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My wife, Julie, and I have lived in Hendersonville for more than 35 years and remain deeply committed to serving our community. Julie serves as Executive Director of Hope Coalition, a nonprofit dedicated to addressing substance use disorders. Together, we co-founded Anna’s Hope at the Community Foundation of Henderson County to support prevention, recovery and education initiatives.
We are active members of Grace Blue Ridge Church, where I have previously served as Elder, Treasurer and Chairman of the Finance Committee.
I am a long-standing member of the Rotary Club of Hendersonville and have served on its Board of Directors, chaired the Environmental Committee, coordinated Adopt-a-Stream and Big Sweep clean-up initiatives, and served as Chairman of The Rotary Foundation International.
Conservation is another personal passion. I am a member of the Pisgah Chapter of Trout Unlimited, where I have served on the Board of Directors and as Director of Corporate Outreach, and I have supported MountainTrue’s regional environmental initiatives.
Giving back is central to who I am. I believe strong communities create strong families — and strong families build lasting legacies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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* Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.**
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial 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.
