I help individuals and families navigate the complexities that come with building, preserving, and managing wealth. My approach centers on understanding each client’s complete financial picture and developing personalized strategies around family wealth management, retirement planning, and tax minimization.
For me, wealth management is about more than investment performance. It is about helping clients make thoughtful decisions, prepare for important transitions, and align their financial resources with the life and legacy they want to build.
I value long-term relationships and strive to be a trusted resource for my clients and their families throughout the different stages of their financial lives.
Outside of work, I enjoy spending time with my wife, Brooke, and our one-year-old daughter. Becoming a husband and father has given me an even greater appreciation for the importance of planning ahead, protecting what matters most, and creating opportunities for future generations.
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.
