PROFESSIONAL PROFILE
After a successful nine year career as an Account Manager with a Fortune 500 transportation company, I decided to pursue my interest in the financial services industry and in 1994 I joined Merrill Lynch as a Financial Advisor. I provide planning-based wealth management that includes:
- consolidation of assets and liabilities
- selecting an appropriate asset allocation
- diversifying investments within each asset class
- regular client reviews and performance monitoring
As a Financial Advisor, I draw on all that Merrill Lynch has to offer - specialists in mortgages, banking, retirement, philanthropy, insurance, business financial services - and I strive to provide advice that can make all the pieces of your financial life work together. My goal is to develop long term client relationships and to prepare people financially for what life has to offer.
My wife, Heather, and I have lived in Columbia since 1989. We have two daughters, Hanna and Ellie. I have coached the Columbia Youth Wrestling Club since 1993, and I am a member of Columbia Northwest Rotary, Columbia Chamber of Commerce and currently I am serving as the President of the Columbia Swim Club.