Growing up on my family's farm in Ohio, I learned about the hard work that goes into being a small business owner. That's why since joining Merrill Lynch Wealth Management in 2014, I've been fortunate to work alongside and lead an extremely dedicated team to help serve clients just like my family. Together, we craft strategies that guide our clients in managing their personal and business finances.We proactively "look ahead" to understand our clients' goals and help them prepare for the key transitions in their lives. Through consistent processes, clear communication, and unwavering service, we strive to deliver integrated wealth planning, analysis, and strategy that can help clients achieve their objectives quickly and efficiently.WHAT YOU CAN EXPECT FROM ME:- Your needs are at the forefront of my work and I will strive to exceed your expectations- I love what I do - I'll help you reduce complexities and heighten transparency, so you can create then pursue your life and legacy vision- I believe in regular and reliable communication. I want you to be comfortable with our approach and confident in our resultsI graduated from Miami University with a degree in Marketing and an MBA from Xavier University where I met my wife, Natalie. I have remained an active alumnus through mentoring programs for undergraduate students seeking a future in finance. Dedicated to lifelong learning, I continually improve my skills and knowledge by holding a number of professional credentials that help me stay abreast of new ideas, innovative approaches, and important trends, all of which allow me to better serve my clients. I am fortunate to have a wonderful family! I enjoy spending time with my wife Natalie, our two sons JJ and Grayson, born in 2018 and 2024 and of course our French Bulldog, Winston. We enjoy spending time at our local pool, playing pickleball, bike rides and the zoo frequently. While we love to travel, we enjoy exploring Houston most.