Serving in the United States Marine Corps instilled in me an everlasting duty to serve in the community in which I live, long after my time on active duty. It was this calling that led me to the area in which I felt I would have a major impact-Financial Services. I truly enjoy connecting with people to help make their goals a reality. Marines are trained to improvise, adapt and overcome any obstacle in any situation. This training has allowed me to accept the challenge of finding gaps within financial strategies and to navigate through to help find a solution.

Being a Marine means I hold myself to a higher standard, my journey in Financial Services has lead me to working for Merrill Lynch Wealth Management, whom I believe bears truth to this statement. It is my belief that clients choose to work with me because of the holistic goals based wealth management process I employ along with my high degree of amiability and trustworthiness.

I help my clients optimize their financial lives. Utilizing a goals based wealth management approach that includes advance planning, investment consultation, and a proactive, long-term relationship. My clients, not the markets, are at the center of everything I do.

To work with you on your Financial Strategy and Process means providing continuous engagement and tracking along the way. I look at this as a lifetime journey together. I truly enjoy seeing my clients reach each individual milestone throughout their lifetime. Being transparent and always providing true value are cornerstones in which I have built my practice. Value always exceeds cost and I put clients and their goals at the center of our relationship. It is with this engagement that I feel the ultimate accomplishment.

If you would like to start mapping your financial future or would like a fresh perspective...reach out today and together we'll help you get to where you want to be.