Listening and really hearing my clients is what sets me apart from other Financial Advisors. I lead a multigeneration Wealth Management Practice and I am extremely passionate about assisting my clients in identifying their financial goals and coaching them through the process of optimizing progress towards those goals.  I use a disciplined approach to investing and utilize the vast resources of my team at Merril Lynch to provide my clients the best plan to help them in achieving their financial goals. My philosophy is "the client is in the drivers seat, it is my responsibility to provide the resources and tools necessary to help them get to where they want to go in the most efficient manner."I welcome a connection if:- You are looking to work with a dynamic financial services team and would benefit from the ability to simplify your financial life- You would like to be connected to anyone in my network- You have a passion for triathlons, road cycling, Nutrition, Mountain Biking or Travel