As a Merrill Financial Advisor, my singular purpose is to help clients pursue their goals, for the present and future. My mission is to understand you, taking the time to ask thoughtful questions, listening carefully to understand where your wealth is today and where you want it to be tomorrow.

My process entails more than just wealth management, with the ability to provide access to the latest insurance solutions through Merrill Lynch Wealth Management, banking services through Bank of America, and trust and estate planning services through Bank of America Private Bank.  Helping families simplify the complexities of their financial lives allows them to focus on what is most important to them and their loved ones.

Having begun my finance career in 1988 in Merrill's fixed-income analytics department, I joined Instinet in 1992, where I studied technical analysis under the tutelage of Marc Chaikin. Prior to joining Merrill Lynch Wealth Management as a Financial Advisor, I was the Technical Strategist at Concept Capital Markets, LLC (now Cowen Prime Services), Chief Market Strategist at Saratoga Capital, and the Founder and Managing Member of Equitable Edge, LLC.

I hold a B.S., cum laude, in Computer Science and Applied Mathematics from the State University of New York at Albany (1989) and earned the following designations:
Chartered Financial Analyst^® in 2002
Chartered Market Technician^® in 2010
Certified Plan Fiduciary Advisor^™ in 2019
Chartered SRI Counselor^® in 2022

I enjoy baseball (watching my kids, the Yankees, fantasy) and golf.

CFA^® and Chartered Financial Analyst^® are registered trademarks of the CFA^® Institute.
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.