We are a team-based private financial institution that serves as an RIA and family office to high net worth individuals along with a highly dedicated corporate services arm. Our firm's roots date back to 1976 and we leverage these decades of experience and credentials to develop wealth management strategies specifically designed to help our clients bridge the gap between their present and future goals. We have a core of young and experienced advisors that allows us both the perspective of an advisory firm with over 40 years in business combined with a modernized platform for the future. My role allows me to manage existing and develop new relationships with individuals, business owners, entrepreneurs, and C-suite executives. I specialize in corporate benefits such as 401k plans, equity compensation, deferred comp, defined benefit, financial planning, and trusts and estates.

I work in the private bank for the Private Executive Services group within Merrill Lynch. I specialize in managing the unique needs of Corporate Executives and Business Owners in managing their equity compensation plans as part of an overall financial picture. Our team employs advisors within 3 distinct levels of Merrill Lynch's investment platform, depending on the the complexity of our clients needs. Merrill Edge ($250k and under) , GWIM ($250k-$10 Mil) and PBIG ($10 Mil+). We strive to be the best in our field by developing a customized financial plan for each of our clients, and guiding them through the completion of it.