Serving as a financial advisor at Merrill is an honor that allows me to share my passion with others; my team and I are focused on getting to know you and your family and understand what is most important to you; "We want to hear your story!". Then we can provide a customized strategy to help achieve your goals and partner with you to stay on track while remaining flexible to life changes and fluid market conditions. I’m dedicated to helping others achieve their goals and I am humbled to be entrusted with this responsibility. I've been in the financial services industry for seven years; previously serving for 22 years in the United States Marine Corps where I gained experience with strategic planning and process driven operations and execution that I bring with me each day to help those I serve remain disciplined in the pursuit of their goals, steadfast in the face of adversity, and stay on track during the ebb and flow of life.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
