I am excited to be a member of The Erdmann Group within Merrill Lynch Wealth Management. We advise senior executives, business owners, athlete's entrepreneurs, and ultra-affluent families on multiple facets of their financial past, present, and future. We aim to simplify the lives of our clients, allowing them to focus on what is most important. I work directly with my partners, Andrew Billinghurst and Craig Andrzejewski, to implement a personalized approach to the families we serve. We spend considerable time understanding the complexities of a family's full financial picture from day-to-day cash flow needs to long-term aspirations. As life evolves and circumstances change, our team is continuously engaged to help families reach their goals. Our team has extensive experience with business sales, concentrated stock positions, generational wealth transfer and any major liquidity events. Our team emphasizes intellectual rigor, in depth customization and a commitment to service.As a former FBS Football Coach & Executive, the parallels of Coaching and Advising are resounding. When I think about helping people reach their goals, these characteristics cross pollinate to make any relationship realize its full potential.Leadership: Whether you're building a team or a group, using effective leadership skills to foster trust in relationshipsCommunication Skills: Being able to communicate effectively and efficiently. Being transparent and real about situations and circumstancesStrategic & Effective Planning: Building a portfolio or a game plan requires an understanding of how and when to effectively implement that planAssessment & Analysis: A fundamental component to identify performance in athletes and various market environmentsAdaptability: Ability to process information quickly and bring solutions based on that data is an essential skill for any advisor or coachRisk Management: Coaches manage risks on and off the field, Advisors assess and try to mitigate investment risksLong-Term Vision: Relationships are built for a lifetime. Helping set and achieve goals are essential parts of building an authentic blueprint for each individualBefore joining Merrill, I was coached football at The University of Arizona, Illinois, and Connecticut. I was High School Head Football Coach, with life experience in Corporate Real Estate and Financial industries.