I am a dedicated financial advisor with experience in providing comprehensive wealth planning services for individuals and families. Focusing on personalized wealth management, I take a holistic approach to help clients navigate their financial journeys and achieve their long-term goals.With extensive knowledge in areas such as retirement planning, tax optimization, and financial strategy, I am committed to crafting tailored financial strategies that align with each client's unique values and aspirations. I believe that effective financial planning is not just about numbers, it's about understanding client's dreams and helping them build a secure future.I am a CERTIFIED FINANCIAL PLANNER® practitioner, and am continually enhancing my knowledge to stay ahead in the ever-evolving financial landscape. Outside of my professional endeavors, I am a dedicated father of three and am actively involved in youth sports, volunteering in the arts, and committed to building my community on the Olympic Peninsula.Based on Bainbridge Island, I am passionate about empowering families to make informed financial decisions, helping to ensure they can focus on what truly matters.*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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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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.
