My #1 focus is listening to my clients needs and then working together to solve these issues. I beleive we can work through any wealth management issue and find the correct solution to better their lives. I have worked over the past 17 years at Merrill helping high net worth families in the following areas: Income generation during retirement, portfolio management, private business sales, widow transition planning, divorce planning, trust and special needs planning. I'm a Houston native, and currently live in Katy, Texas with my wife and three daughters. *Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning.