As a Wealth Management Advisor with Merrill Lynch Wealth Management, I work closely with clients to prioritize their needs and goals and develop customized financial strategies that help them achieve their goals. I implement those strategies by drawing upon my years of experience and utilizing all the resources available to me through both Merrill and the banking convenience of Bank of America, N.A. I continue to nurture each client relationship by striving to providing exceptional customer service personalized to the client’s needs. My ultimate goal is to provide financial well-being for each client so they may focus on other priorities in their lives.

Shortly after graduating from Kent State University I began my financial career and within 14 months earned my Series 7 FINRA registration and a position as an Institutional Equity Trader. By 1992 I had become Managing Director of Equity Trading, and spent the next 15 years managing the NASDAQ and sales trading departments for institutional equity research firms. In 2008 I joined an independent financial advisory firm and realized that my background created a solid foundation to build a financial advisory career where I could help individuals, families and business owners achieve their goals.

I have earned the CERTIFIED FINANCIAL PLANNER^® certification, the Chartered Retirement Planning Counselor^TM designation and along with the Series 7, hold the Series 24, Series 55, Series 63, Series 66 FINRA registrations and a Texas Life and Health Insurance license. I keep my edge through ongoing continuing education, industry conferences and networking.
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.