I am a client-orientated Financial Advisor with over 15 years of experience in the financial industry and a graduate of SMU Cox school of business with a B.A in Financial Consulting. I am also a husband, father of two boys, one of whom is deaf. We are currently learning sign language together. In my spare time, I hold a commercial pilots license, and teach others how to fly airplanes as I am a fully qualified Flight Instructor for both VFR and IFR flight rules. I work hard in all areas of my life and find joy in ensuring that my clients can meet their retirement goals. I strive to offer clients a worry-free road to retirement by carefully designing and maintaining wealth plans tailored to their individual goals. Working at Merrill gives me access to the latest tools and data analytics. Had another child? No problem! Changed where you want to retire? No problem! Want to move retirement up a few years? No problem. I can run the numbers and help you understand what your retirement can be like given your new circumstances. If this is your first time making a wealth plan, I can walk you through it. My belief is, by having a plan in place helps remove the nerves and anxiety associated with volatility and uncertainty. Therefore my goal is to reduce the stress load by determining the correct investment approach and that begins with placing client interests first.
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.