As a Merrill advisor and CERTIFIED FINANCIAL PLANNER™ professional I offer advice and guidance based on you and your family’s goals and priorities. We put you at the center of our focus—not the markets—so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan, as needed. I began my career in the financial industry with Bank of America in 2011, and since joining Merrill in 2018, I have been passionately committed to offering personalized financial strategies that align with your ambitions and family values. As your Merrill Advisor, I offer not just investment advice, but a comprehensive approach to managing wealth that encompasses every aspect of your financial life. I understand that your financial goals are as unique as you are, which is why I take the time to listen and learn about what matters most to you before crafting a tailored strategy. In addition to being a CERTFIFIED FINANCIAL PLANNER™ certificant, I also hold FINRA Series 7 & 66 registrations, and the Chartered Retirement Planning Counselor™ designation. I am equipped with the knowledge and tools to navigate the complexities of retirement planning, investment management, and much more. I am a graduate of Central Washington University with a Bachelor’s Degree in Business Administration with a specialization in Finance and Bachelor’s degree in Political Science. My life outside of work is dedicated to my family. Married with two young children, we make our home in Everett, WA, where we enjoy all that our community has to offer. My personal experiences as a husband and father deeply influence my approach to financial planning, as I appreciate the importance of preparing for the future and creating a legacy for the ones we love. As your advisor, I believe in building a relationship that goes beyond financial transactions. I aim to be a trusted resource, your advocate in a world of constant change, helping to ensure that your financial life is as rewarding and fulfilling as your personal one.
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.