My goal is to provide straightforward, collaborative thought leadership designed to simplify, organize and execute mindful strategies to best manage wealth and multigenerational planning for unique families and business owners.

As a Senior Financial Advisor with nearly three decades of experience, I am proud to be part of Merrill Lynch Wealth Management for its long tradition of excellence and reputation. For the benefit of clients, I leverage the strategic insights, planning capabilities, in-depth research from BofA Global Research, as well as the global resources of Merrill and Bank of America Private Bank, the largest private bank in the world.

Outside of work, my passions include the outdoors, personal fitness and nutrition. As the son of a retired fireman and from a family with generations of military service, I dedicate a good deal of my personal time in service supporting amazing causes like Carry The Load, Adaptive Training Foundation and Sheepdog Impact Assistance.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.