WHAT I DO: I help seasoned professionals, particularly in oil and gas related industries, create strong financial plans and build legacies they’re proud of. Every conversation starts with getting to know you and your goals. I explain financial options in simple terms and answer all your questions—no pressure, no confusing jargon. Together, we’ll decide if we’re the right fit to work together. And if not, we’ll part as friends. Your first meeting is free, with no strings attached.
WHAT MAKES ME DIFFERENT: Graduated as a chemical engineer and having 27 years of experience in oil and gas related industries, I understand your world better than most. As a CERTIFIED FINANCIAL PLANNER® professional, I don’t just manage investments—I help you grow your wealth, plan for the future, and pass it on in smart, tax-efficient ways. A meaningful legacy is more than money. I show clients how to pass on values, life lessons, and purpose to their families. I also work closely with clients' CPAs, estate attorneys and other advisors to help ensure more of your hard-earned money goes to your family, your faith, or causes you care about—and less to taxes. I’ve earned certifications from top schools like The Wharton School, Rice University, and Yale, so I keep my knowledge and skills current to help you succeed.
MEET THE TEAM: I’m supported by an amazing team – Shae Drake, my Wealth Management Client Associate, and I also have access to a Wealth Management Banking Specialist through Bank of America, along with top experts, advanced tools, and trusted professional partnerships to give you the best service possible.
WHY I DO THIS: Growing up, money was tight in my family, and I saw how stressful it could be. My dad, an Italian immigrant, taught me to work hard, and I started investing early to help my family feel more secure. Now, I’m passionate about helping others put money in proper perspective and to reach their financial goals, balance life’s priorities, and enjoy fulfilling, happy lives.
READY TO LEARN MORE?: Want to see if we’re the right fit? I’d love to hear from you! Schedule a FREE, no-obligation meeting to review your current financial situation and to discuss your goals.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
My mission, first and foremost, is to listen, seek to understand and to identify what matters most to you. With nearly 30 years serving in senior oil & gas related roles before transitioning into wealth management at Merrill, I've been able to help professionals navigate retirement and legacy planning tax-efficiently. I use my Tax Smart Wealth System, designed specifically for seasoned oil & gas related professionals, to help you grow, preserve, leverage, and transfer what you have worked so hard for throughout your career. I look forward to our conversation and share how we might help you control more of your own wealth and lose less of it in taxes.
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.
