My journey into finance was driven by witnessing the impact of the 2008 financial crisis on my own family. I often thought, “If only I knew then what I know now,” and that drove me to build a career helping families and business owners. Early on, I recognized that true financial security requires proactive planning and strategic insight—knowledge I’ve dedicated my career to building and sharing with others. Outside of work, I live in McKinney, Texas, with my wife, Jia, and our son, Ian, and we’re on a journey to explore all 63 U.S. national parks. If you’re seeking experienced guidance to achieve your financial goals with a growth mindset, I’m here to help you and your family succeed.
My mission is to empower individuals, families, and business owners with the strategies and knowledge needed to make informed financial decisions, grow their wealth, and build a lasting legacy. I am dedicated to fostering resilience and clarity at every stage, guiding clients in retirement planning, wealth growth, and financial literacy for the next generation—helping to ensure their goals are met today and for years to come.
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.
