PROFESSIONAL PROFILE

As a Merrill Lynch Financial Advisor and Certified Financial Manager, my objective is to develop long-term financial advisory relationships that are unique to each and every client. It is my practice to promote a systematic, disciplined approach to wealth management and investing consistent with each client's investment goals, risk/reward tolerance and time horizon.

Through Merrill Lynch, I am able to provide a wide array of financial/investment services including wealth management, retirement planning, college planning and investment portfolio management. In conjunction with these services, I am supported by specialists and top-rated research.

My wife Leanne and I were married in 1997. We moved from the Silicon Valley to Granite Bay in 2001, where she is a partner in a local optometric practice. I have earned Bachelors of Science Degrees in Exercise Physiology from the University of California at Davis and Nursing from St. Mary's/Samuel Merritt College. I am Series 7 and 66 registered, hold life/health insurance licenses, and the Chartered Retirement Planning Counselor and Certified Financial Manager designations. Prior to joining Merrill Lynch in 2004 I spent eight years caring for patients as a critical care/trauma nurse.