I'm a wealth advisor with a focus on helping experienced professionals plan for their ideal retirement. You have worked hard to build an outstanding career and should be able to look forward to your best years without undue worry over finances. My commitment is that all of my clients are prepared with a detailed financial roadmap, so you will have the opportunity to enjoy time with family and friends, travel, or whatever it is you love to do- because you've earned it!
One of the things I always emphasize with clients is the importance of managing the emotional aspects of investing. My philosophy is that we should be passionate about our goals and our journey but never emotional about the day to day drama of the market. I'm a big believer in putting together plans that are based on sound reasoning and long-term vision, filtering out the noise.
I love living here in Tahoe with my amazing wife and two wonderful daughters. We enjoy hiking the scenic mountain trails and relaxing at the lake in nice weather or having fun in the snow during winter. It truly is a special place and we are proud to be involved in efforts to help keep the area beautiful.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
