I advise clients seeking an advisor to find someone who has personally experienced life's successes and setbacks so that he or she is able to guide clients through their own. As a disciplined former athlete, I approach financial planning and investing with the same focus, inquisitiveness and cautiousness I've honed for years. Having been through career transitions, an international move, seen wealth and navigated through market corrections, there's no one better to assist clients in navigating their own transitions to and through retirement, pivots and new goals. Clients should expect a calm hand from their advisor during times of market volatility and personal setbacks, to be a stable presence at times of high pressure. Because all is good when markets rise, but when life happens is when a financial advisor proves his or her worth.
I joined Merrill Lynch Wealth Management from financial journalism. After working as a reporter for Yahoo Finance, Modern Wall Street and TheStreet, among other outlets, I decided combine my experience in reporting and company research with Merrill's world-class wealth management platform. I make complex financial matters simple to make it easy for my clients to understand and execute thoughtful and nimble financial strategies. My nine-year career as a professional jockey prior to my time reporting on financial markets enables me understand the value of hard work and laying a strong foundation and processes to set and achieve goals. I focus on serving the unique wealth management needs of current and former professional athletes, high net-worth families and individuals, and small businesses, as well as assisting retirees in maximizing their finances during their golden years.

Recognizing both the challenges and opportunities that come with life's transitions, I not just assist clients in achieving financial independence and security, but also focus on guiding them through multiple life stages. From becoming a world-famous athlete, to finding the love of your life, having children and retiring, a client's portfolio should be adjusted to achieve the client's goals to accommodate those needs. I enjoy empowering clients with disciplined and accurate financial planning so that they can enjoy the lifestyle they work so hard for today and pursue the future they want for themselves and their families when the time comes. I brings the same level of focus, discipline, determination and strategy from my years as an athlete to my investment process to manage clients' financial lives so that they can focus on living life with confidence and wellness.

I also believe in being part of clients' network of must-have advisors. I work with clients' teams of attorneys, accountants and other advisors to help coordinate their financial and legacy approach. With a good team we can best help clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs.